Wealth Management Specialist

1 month ago


Montreal, Quebec, Canada National Bank Full time

About the Role

We 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 Responsibilities

  • Cultivate long-term relationships with our clients and provide personalized advice to help them achieve their financial objectives.
  • Manage a portfolio of assigned clients and provide ongoing support to ensure their financial needs are met.
  • Help clients identify opportunities for synergy between sectors and provide guidance on investment products.
  • Ensure compliance and risk management in all aspects of client relationships.
  • Direct clients to the right service offering, according to their needs.

About the Team

You will be part of a dynamic team of experienced professionals who are passionate about delivering exceptional client service. Our team is committed to providing a positive and inclusive work environment that fosters growth and development.

Requirements

  • Spoken and written English level: Fluent / French: intermediate
  • Bachelor's degree in business administration, finance or related field
  • Minimum 5 years experience in an advisory role
  • IIROC registered representative's license
  • Proficiency in investment products

What We Offer

In addition to competitive compensation, you will be eligible for a wide range of benefits, including health and wellness programs, flexible group insurance, and a generous pension plan.



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