Wealth Management Specialist
1 month ago
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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