Wealth Advisor

24 hours ago

Montréal QC, Canada National Bank of Canada Full time

A career as a Wealth Advisor in the Exclusive Remote Advisory Services team at National Bank means helping our clients achieve their life goals. This job allows you to have a positive impact on our organization, thanks to your experience in client service, your knowledge of investment products and your skills in offering quality advice.
**Your job**
- Cultivate long-term relationships with our client
- Manage a portfolio of assigned client
- Help clients achieve their financial goals
- Identify opportunities for synergy between sectors
- Ensure compliance and risk management
- Direct clients to the right service offering, according to their needs.

**Your team**

In the Exclusive Remote Advisory Services team, you are part of a direct team of thirteen colleagues, a large team of some fifty colleagues, and you report to Estelle Champagne. The Exclusive Remote Advisory Services branch is available to our clients Monday to Friday, 9 a.m. to 5 p.m. (ET), and the team is physically in the office in Montreal three days a week.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.

**Prerequisites**
- 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

**Your benefits**

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- Telemedicine service
- Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

**We're putting people first**

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

Come live your ambitions with us

  • Wealth Associate

    2 weeks ago

    Montréal, Canada Echelon Wealth Partners Full time

    **About Us**: Highgate Group is an investment dealer offering independent and integrated client advisory services to wealthy individuals and their families. With a commitment to excellence and personalized service, we provide comprehensive wealth management solutions tailored to meet the unique needs and goals of each client. Our team of experienced...

  • Wealth Management Advisor

    2 weeks ago

    Montréal, QC, Canada Desjardins Full time

    As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Wealth Associate

    3 weeks ago

    Montréal, QC, Canada National Bank Full time

    A career as a Wealth Associate within Family Wealth Management Schulman Group at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job:...

  • Associate Wealth Advisor

    1 week ago

    Montréal, Canada Brewin Dolphin Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team’s wealth management strategy for clients is the...

  • Administrative Assistant

    2 days ago

    Montréal, QC, Canada iA Private Wealth Full time

    Administrative Assistant – iA Private Wealth Position Overview The Administrative Assistant plays a key role in supporting the day-to-day operations of a fast-paced wealth management practice. This position ensures advisors are organized, clients receive exceptional service, and the office runs efficiently. The ideal candidate is detail-oriented,...

  • Administrative Assistants-Temp-Legal

    2 days ago

    Montréal, QC, Canada iA Private Wealth Full time

    Administrative Assistant – iA Private Wealth Position Overview The Administrative Assistant plays a key role in supporting the day-to-day operations of a fast-paced wealth management practice. This position ensures advisors are organized, clients receive exceptional service, and the office runs efficiently. The ideal candidate is detail-oriented,...

  • Administrative Assistant

    2 days ago

    Montréal, QC, Canada iA Private Wealth Full time

    Administrative Assistant – iA Private Wealth Position Overview The Administrative Assistant plays a key role in supporting the day-to-day operations of a fast-paced wealth management practice. This position ensures advisors are organized, clients receive exceptional service, and the office runs efficiently. The ideal candidate is detail-oriented,...

  • Administrative Assistant

    9 hours ago

    Montréal, Qc, Canada iA Private Wealth Full time

    Administrative Assistant – iA Private Wealth Position Overview The Administrative Assistant plays a key role in supporting the day-to-day operations of a fast-paced wealth management practice. This position ensures advisors are organized, clients receive exceptional service, and the office runs efficiently. The ideal candidate is detail-oriented,...

  • Wealth associate

    6 days ago

    Montréal, QC, Canada National Bank Full time

    Attendance Hybrid Job number 29284 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 30-Oct-2025 Area(s) of interest: Wealth management Location(s): Montreal A career as a Wealth Associate within Family Wealth Management Schulman Group at National Bank is a job where you can...

  • Scotiamcleod Wealth Advisor Development Program

    1 day ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 235842 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...