Guide wealthy clients in Montreal through financial planning and investment solutions in a hybrid Private Wealth Advisor position. Build lasting relationships while delivering exceptional service. Within National Bank’s Commercial & Private Banking 1859 sector, you will serve as a preferred financial specialist for wealthy clients. You will analyze needs, develop integrated strategies, and coordinate recommendations from financial planning. The position involves portfolio monitoring, business development, and collaboration across business lines. You will work with internal and external partners to develop the Montreal market. Key Responsibilities:
Develop wealthy clientele in the Montreal area Increase assigned portfolio assets under management Analyze needs and establish integrated financial strategies Direct financial planning recommendation implementation Monitor portfolios and adapt solutions through frequent contacts Requirements:
Bachelor’s degree and seven years’ relevant experience Registered Representative license with CIRO Experience developing wealthy clients or entrepreneurs Excellent knowledge of investment products and financial markets Knowledge of taxation, retirement, and estate planning Apply financial planning, investment expertise, and relationship-building skills as a Private Wealth Advisor serving Montreal’s wealthy clientele.
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Private Wealth Advisor Montreal in Montréal employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
