Wealth Management Specialist
4 weeks ago
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This role allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your knowledge of financial planning.
Key Responsibilities- Develop the wealthy clientele market for the Montreal area both with internal and external partners.
- Increase assets under management of the assigned portfolio by offering wealth management advisory services in line with client needs.
- Rigorously analyze customer needs and determine with them an integrated financial strategy.
- Direct the implementation of recommendations arising from financial planning.
- Ensure rigorous monitoring of portfolios and establish very frequent contacts with customers in order to follow the evolution of their needs and adapt solutions accordingly.
- Provide exceptional customer service, both in terms of speed, accessibility and competence.
- Work in synergy with all of the National Bank's business lines.
Within the Commercial & Private Banking 1859 sector, you are part of a large team of around thirty colleagues, and you report to the regional vice-president GP1859. Our team stands out for its dedication and expertise. This position offers a hybrid work mode; you organize your weeks between the office, meetings with customers, events, and home.
Training and DevelopmentOur training programs based on learning in action allow you to master your profession. Personalized training content on topics such as financial planning, financial markets and investment solutions is available to support your continued learning. Access to colleagues with different expertise, experiences and diverse profiles enriches your development from all points of view.
Requirements- Bachelor's degree related to the sector of activity and a minimum of 7 years of relevant experience OR master's degree related to the sector of activity and a minimum of 5 years of relevant experience or any other relevant combination of experience and training.
- Completed Securities Trading Course and Standards of Conduct Handbook.
- Holding another professional title: CFA, FICVM, CPA, Pl.Fin very desirable.
- Experience in business development with wealthy clients and/or entrepreneurs.
- Ability to develop trusting and lasting relationships.
- Excellent knowledge of investment products (mastery of financial markets and the economy in order to act appropriately).
- Knowledge of taxation, retirement planning and estate planning.
-
Wealth Management Specialist
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeWe are seeking a highly skilled Wealth Management Specialist to join our team at National Bank. In this role, you will work closely with a multidisciplinary team to manage and deliver large-scale projects that drive efficiency, profitability, and customer experience.As a Wealth Management Specialist, you will act as a link between the regions and corporate...
-
Wealth Management Banking Specialist
1 week ago
Montreal, Quebec, Canada NBC Full timeJob DescriptionWe are seeking an experienced Wealth Management Banking Specialist to join our team at NBC. This is a challenging and rewarding role that requires strong analytical and communication skills.As a Wealth Management Banking Specialist, you will be responsible for providing banking services to high net worth individuals and families. You will work...
-
Senior Wealth Management Specialist
1 month ago
Montreal, Quebec, Canada National Bank Full timeJob Summary:We are seeking a highly skilled Senior Wealth Management Specialist to join our team at National Bank. As a key member of our Commercial & Private Banking 1859 sector, you will be responsible for developing and implementing wealth management strategies for our clients.Key Responsibilities:Develop and maintain relationships with high net worth...
-
Senior Sales Director
2 weeks ago
Montreal, Quebec, Canada IG Wealth Management Full timeIG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. Our vision is to inspire financial confidence by providing a broad range of financial planning and investment management services to help Canadians meet their financial goals.About IG Wealth ManagementWe are...
-
Senior Financial Planning Director
3 weeks ago
Montreal, Quebec, Canada IG Wealth Management Full timeAbout the Role: IG Wealth Management is seeking a highly skilled and experienced District Vice-President to lead our team in Quebec and Atlantic Canada. This role requires a strong understanding of our products and services, as well as excellent communication and sales skills. Key Responsibilities:Provide exceptional service to IG Wealth Management...
-
Financial Trader Specialist
1 week ago
Montreal, Quebec, Canada Aviso Wealth Full timeJob OverviewAviso Wealth is a leading wealth management and investment services provider, offering comprehensive solutions for the Canadian financial industry.About the RoleWe are seeking an experienced Financial Trader Specialist to join our Trading team. This individual will be responsible for executing daily Mutual Fund trade orders, supporting Portfolio...
-
Senior Wealth Management Specialist
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeJob Summary:We are seeking a highly skilled Senior Wealth Management Specialist to join our team at National Bank. As a key member of our Commercial & Private Banking 1859 sector, you will be responsible for developing and implementing wealth management strategies for our high net worth clients.Key Responsibilities:Develop and maintain relationships with...
-
Internship Opportunity in Financial Planning
1 week ago
Montreal, Quebec, Canada IG Wealth Management Full timeAbout the Internship ProgramWe are seeking highly motivated and ambitious university students to join our Fall 2024, Winter 2025, and Summer 2025 internship program in financial planning.Key Responsibilities:Assist in creating, updating, and optimizing financial plans for clients.Participate in client prospecting and outreach activities.Contribute to the...
-
Wealth Management Solutions Sales Specialist
1 week ago
Montreal, Quebec, Canada Recrute Action Full timeJob OverviewWe are seeking a highly skilled Wealth Management Solutions Sales Specialist to join our team at RecruitAction. In this role, you will focus on promoting wealth management solutions to financial advisors, building strong relationships, and driving sales growth.Estimated Salary: $44-$47 per hour based on experience.Key Responsibilities:• Conduct...
-
Financial Planning Internship
1 month ago
Montreal, Quebec, Canada IG Wealth Management Full timeUnlock Your Potential as a Financial PlannerAre you a university student looking for a challenging and rewarding internship opportunity? Do you have a passion for financial planning and a desire to learn from the best in the industry? If so, we invite you to apply for our Financial Planning Internship program at IG Wealth Management.About the InternshipAs a...
-
Wealth Tech Platform Specialist
2 weeks ago
Montreal, Quebec, Canada Sofistic Full timeJob Title: Wealth Tech Platform SpecialistLocation: Job Type: Full-time Reports to: Chief Revenue Officer About Sofistic: At Sofistic, we empower financial professionals to drive success through cutting-edge AI technology solutions. Our platform leverages AI-driven insights to enhance decision-making, optimize portfolio management, and improve client...
-
Wealth Management Specialist
1 month ago
Montreal, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled Wealth Management Specialist to join our team at National Bank. As a key member of our Exclusive Remote Advisory Services team, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesCultivate long-term relationships with our clients and provide personalized advice...
-
Wealth Management Specialist
1 month ago
Montreal, Quebec, Canada National Bank Full timeJob SummaryWe are seeking a highly skilled Private Wealth Advisor to join our Commercial & Private Banking 1859 team. As a key member of our team, you will be responsible for providing exceptional customer service, building strong relationships with our wealthy clients, and offering tailored financial planning solutions to meet their unique needs.Key...
-
Wealth Management Advisor
1 month ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?Royal Bank of Canada is seeking a skilled Wealth Management Advisor to join a dynamic advisory team. As a key member of the team, you will play a vital role in deepening client relationships by providing sound advice and support to clients and the advisory team. Developing and implementing the team's wealth...
-
Montreal, Quebec, Canada Scotiabank Full timeWe are seeking a skilled Customer Relations Specialist to join our team at Scotiabank's wealth management division. As a Specialist, Customer Relations Centre, you will play a key role in providing exceptional customer service and support to our clients.About the RoleThe successful candidate will have the opportunity to work in a dynamic environment,...
-
Montreal, Quebec, Canada Scotiabank Full timeJob SummaryThe Regional Director, Total Wealth Planning plays a critical role in executing Canadian Wealth Management's strategy by leading the delivery of Total Wealth Planning and Canadian Wealth Insurance Services across Quebec and Atlantic Canada.Key ResponsibilitiesLead a team of specialists to exceed nationally-defined goals and business plans,...
-
Wealth Management Specialist
1 week ago
Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeThe Toronto-Dominion Bank (Canada) offers a competitive salary of $85,000 annually, along with opportunities for professional growth and development. As a Private Banker II at TD, you will have the chance to work with high net worth clients, develop your skills in relationship management, and contribute to the success of our team.About the RoleThis role is...
-
Operational Risk Management Specialist
1 week ago
Montreal, Quebec, Canada National Bank Full timeA career at National Bank means being part of a transformation that has a direct impact on clients. As an Operational Risk Management Specialist in Wealth Management, you will work with various stakeholders to ensure the implementation of the operational risk management framework.Your role:Ensure the deployment of the Operational Risk Management framework...
-
Senior Wealth Management Specialist
3 weeks ago
Montreal, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a talented Private Wealth Advisor to join our Commercial & Private Banking 1859 team at National Bank. As a Private Wealth Advisor, you will play a key role in providing exceptional customer service, building strong trusting relationships, and delivering expert financial planning solutions to our high-net-worth clients.Key...
-
Wealth Management Specialist
2 weeks ago
Montreal, Quebec, Canada National Bank Full timeWe are seeking a talented Wealth Advisor to join our Exclusive Remote Advisory Services team at National Bank.About the RoleThis is an exciting opportunity for a motivated and experienced professional to help our clients achieve their life goals by providing high-quality advice on investment products and services. As a Wealth Advisor, you will be responsible...
