Wealth Management Specialist

4 days ago

Montreal, Quebec, Canada National Bank Full time
Unlock Your Potential as a Wealth Advisor

At National Bank, we're committed to helping our clients achieve their life goals. As a Wealth Advisor in our Exclusive Remote Advisory Services team, you'll play a critical role in delivering exceptional client service and providing expert guidance on investment products.

Key Responsibilities:

  • Develop and implement personalized financial plans to meet clients' unique needs and goals
  • Provide expert advice on investment products and services to help clients achieve their financial objectives
  • Build and maintain strong relationships with clients to deliver exceptional service and support
  • Stay up-to-date on industry trends and developments to ensure clients receive the best possible advice

About National Bank:

We're a leading financial institution dedicated to helping our clients achieve their financial goals. Our team of experts is passionate about delivering exceptional service and providing expert guidance to help our clients succeed.

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