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    Company OverviewNational Bank Financial – Wealth Management is a leading provider of wealth management solutions. Our team of experts is dedicated to supporting advisors in their growth and success.

Senior Wealth Management Advisor

2 months ago

Montreal, Quebec, Canada National Bank Full time
Job Title: Private Wealth Advisor

As a Private Wealth Advisor at National Bank, you will play a key role in providing exceptional customer service and building strong, trusting relationships with our wealthy clients. Your expertise in financial planning and wealth management will enable you to develop tailored solutions to meet their unique needs.

Your Responsibilities:
  • Develop and maintain relationships with high net worth clients to understand their financial goals and objectives.
  • Provide personalized financial planning and wealth management advice to help clients achieve their financial objectives.
  • Work closely with internal partners to identify opportunities for business growth and development.
  • Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice.
  • Collaborate with colleagues to share knowledge and best practices in wealth management.
Your Benefits:
  • Competitive compensation and benefits package.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.
  • Access to cutting-edge technology and tools.
  • Flexible work arrangements to balance work and personal life.
About Us:

National Bank is a leading financial institution committed to helping our clients achieve their financial goals. We value diversity, inclusion, and employee well-being, and offer a range of benefits and programs to support our employees' success.