Hybrid Senior Wealth Advisor & Portfolio Strategist in Québec

Hybrid Senior Wealth Advisor & Portfolio Strategist in Québec

Québec Full-Time On-site
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A major financial institution in Quebec is looking for a Senior Wealth Associate to collaborate closely with investment advisors to enhance client experiences. You will play a crucial role in analyzing client accounts, managing onboarding processes, and ensuring exceptional customer service. This position offers a hybrid work model and competitive benefits, including a health and wellness program, pension plan, and employee assistance programs. Strong skills in portfolio management, marketing, and financial planning are essential, as well as a completed diploma in a related field. #J-18808-Ljbffr

Hybrid Senior Wealth Advisor & Portfolio Strategist in Québec 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.

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Contact Details:

National Bank of Canada Recruitment Team