Wealth Management Advisor

22 hours ago


Montreal, Quebec, Canada National Bank Full time
Overview

National Bank is a leading financial institution that prioritizes its employees' quality of life and career growth.

We're committed to creating a dynamic work environment where our team members can thrive and contribute to the success of our clients.

Job Summary

As a Wealth Management Advisor, you'll play a critical role in delivering exceptional wealth management services to high-net-worth clients.

You'll provide personalized advice and support to help clients achieve their financial goals, while fostering long-term relationships built on trust and expertise.

Responsibilities
  1. Support Private Bankers and Senior Private Bankers in delivering services and ensuring administrative follow-up.
  2. Evaluate client needs and develop tailored solutions to meet their financial objectives.
  3. Analyze client accounts, identify operational issues, and propose effective solutions.
  4. Collaborate with colleagues to ensure seamless service delivery and excellent client experiences.
  5. Mentor and guide new or less experienced team members to enhance their skills and knowledge.
Requirements

To succeed in this role, you'll need:

  • A three-year college diploma or academic equivalent in a related field and at least three years of relevant experience.
  • Investment Funds in Canada course, an asset.
  • Experience in personal and/or commercial credit.
  • Knowledge of banking, investment, and financing products.

You should be fluent in both English and French, as you'll regularly interact with clients who speak different languages.

Benefits

At National Bank, we offer a comprehensive benefits package designed to promote your well-being and that of your family.

This includes:

  • Competitive compensation and bonuses.
  • A wide range of flexible benefits, such as health and wellness programs, group insurance, and pension plans.
  • Preferential banking services and exclusive discounts.
  • Opportunities for professional growth and development.
  • A dynamic work environment that values inclusivity, diversity, and employee engagement.

Our goal is to create a workplace culture that supports your physical, emotional, and mental well-being.



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