Private Wealth Advisor

2 weeks ago

Montreal, Quebec, Canada Banque Nationale du Canada Full time
Job Summary

We are seeking a highly skilled Private Wealth Advisor to join our Commercial & Private Banking 1859 team. As a Private Wealth Advisor, you will act as a trusted financial specialist for our high net worth clients, providing exceptional customer service and building strong relationships.

Key Responsibilities
  • Develop and implement wealth management strategies for high net worth clients in the Montreal area.
  • Analyze client needs and provide tailored financial planning solutions.
  • Monitor and adjust client portfolios to ensure alignment with their financial goals.
  • Collaborate with internal and external partners to identify new business opportunities.
  • Provide exceptional customer service and support to clients.
Requirements
  • Bachelor's degree in a related field and a minimum of 7 years of relevant experience, or a master's degree and a minimum of 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.
What We Offer

We offer a competitive compensation package, a wide range of benefits, and opportunities for professional growth and development. Our team is dedicated to providing exceptional service to our clients, and we are looking for someone who shares our values and commitment to excellence.

About Us

We are a leading financial institution in Canada, dedicated to providing innovative financial solutions to our clients. Our team is passionate about delivering exceptional service and building long-term relationships with our clients.

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