Private wealth advisor

National Bank; Saint-Laurent-de-l'Île-d'Orléans; Hybrid; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Community involvement initiatives

Telemedicine service

Sleep clinic access

Job summary

National Bank, within Commercial & Private Banking 1859, seeks a Private Wealth Advisor to serve wealthy clients, develop the Montreal area market with partners, and increase assets under management by offering wealth advisory aligned with client needs.

You will analyze client needs to craft integrated financial strategies, implement recommendations, monitor portfolios, and maintain frequent contact to adapt solutions while delivering exceptional service and collaborating across all bank lines.

Qualifications

• Bachelor's degree related to the sector; 7+ years of experience or a master’s degree with 5+ years of experience
• Registered Representative licence with CIRO
• Holding CFA, FICVM, CPA or Pl.Fin is desirable
• Experience in business development with wealthy clients or entrepreneurs
• Ability to build trusting, lasting client relationships
• Strong knowledge of investments, markets and tax/estate concepts
• Fluency in English; French is a plus

Responsibilities

• Develop the wealthy clientele market for the Montreal area with internal and external partners
• Increase assets under management by offering wealth management advisory services aligned with client needs
• Analyze client needs to determine integrated financial strategies
• Direct the implementation of financial planning recommendations
• Monitor portfolios and maintain frequent client contacts to adapt solutions
• Provide exceptional customer service with speed, accessibility and competence
• Collaborate with all National Bank business lines

Skills

Wealth management

Client relationship

Financial planning

Business development

Investment products

Education

Bachelor's degree in related field

Master's degree (optional)

Tools

CIRO licence

Job description

A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your knowledge of financial planning.

Your job:

• Develop the wealthy clientele market for the Montreal area both with internal and external partners.
• Increase the assets under management of the assigned portfolio by offering wealth management advisory services in line with client needs.
• Rigorously analyze customer needs and determine with them an integrated financial strategy.
• Direct the implementation of recommendations arising from financial planning.
• Ensure rigorous monitoring of portfolios and establish very frequent contacts with customers in order to follow the evolution of their needs and adapt solutions accordingly.
• Provide exceptional customer service, both in terms of speed, accessibility and competence
• Work in synergy with all of the National Bank's business lines.

Your team

Within the Commercial & Private Banking 1859 sector, you are part of a large team of around thirty colleagues, and you report to the regional vice-president GP1859. Our team stands out for its dedication and expertise. This position offers a hybrid work mode; you organize your weeks between the office, meetings with customers, events, and home.

Our training programs based on learning in action allow you to master your profession. Personalized training content on topics such as financial planning, financial markets and investment solutions is available to support your continued learning. Access to colleagues with different expertise, experiences and diverse profiles enriches your development from all points of view.

Prerequisites

• Bachelor's degree related to the sector of activity and a minimum of 7 years of relevant experience OR master's degree related to the sector of activity and a minimum of 5 years of relevant experience or any other relevant combination of experience and training
• Registered Representative licence with CIRO
• Holding another professional title: CFA, FICVM, CPA, Pl.Fin very desirable
• Experience in business development with wealthy clients and/or entrepreneurs
• Ability to develop trusting and lasting relationships
• Excellent knowledge of investment products (mastery of financial markets and the economy in order to act appropriately)
• Knowledge of taxation, retirement planning and estate planning

Your benefits

• 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
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!