Private Wealth Advisor

1 week 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 and implement tailored strategies to meet their unique needs.

Key Responsibilities:
  • Develop and maintain a deep understanding of our clients' financial goals and objectives.
  • Provide personalized financial planning and wealth management advice to clients.
  • Work closely with internal and external partners to identify new business opportunities and grow our client base.
  • Stay up-to-date with market trends and regulatory changes to ensure our clients receive the best possible advice.
  • Collaborate with colleagues across the organization to deliver exceptional client service and drive business growth.
Requirements:
  • Bachelor's degree in a related field and a minimum of 7 years of relevant experience, or a master's degree and 5 years of experience.
  • Completed Securities Trading Course and Standards of Conduct Handbook.
  • Strong knowledge of investment products, financial markets, and taxation.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
What We Offer:
  • Competitive compensation and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • Access to cutting-edge technology and tools.
  • A comprehensive training program to help you succeed in your role.

We are committed to creating a diverse and inclusive workplace that reflects the communities we serve. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.

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