Serve wealthy clients across Quebec as a Private Wealth Advisor, applying financial planning expertise and exceptional customer service in a hybrid work mode. Within National Bank's Commercial & Private Banking 1859 sector, you will develop wealthy clientele with internal and external partners. You will analyze needs, create integrated financial strategies, and provide wealth management advice aligned with client needs. The position includes frequent portfolio monitoring and collaboration across National Bank business lines. Key Responsibilities:
Develop wealthy clientele throughout Quebec with internal and external partners Increase assigned portfolio assets under management through advisory services Analyze customer needs and determine integrated financial strategies Direct implementation of financial planning recommendations Monitor portfolios and adapt solutions as needs evolve Requirements:
Bachelor's degree and seven years of relevant experience, or equivalent combination Completed Securities Trading Course and Standards of Conduct Handbook Business development experience with wealthy clients or entrepreneurs Excellent knowledge of investment products, financial markets, and the economy Knowledge of taxation, retirement planning, and estate planning Apply your financial planning, investment product, and relationship-building expertise as National Bank's Private Wealth Advisor in Quebec.
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Private Wealth Advisor Quebec 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.
