Private Wealth Advisor

Banque Nationale du Canada; Saint-Laurent-de-l'Île-d'Orléans; Hybrid; CAD 110,000 - 180,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

National Bank in Montreal is seeking a Private Wealth Advisor to grow the wealthy client base and provide wealth management guidance. You will analyze client needs and craft integrated financial strategies, directing implementation of recommendations and monitoring portfolios to adapt solutions.

The role emphasizes delivering exceptional service, building trust, and collaborating across National Bank’s lines in a hybrid work setting between office and client sites.

Qualifications

• Bachelor's degree related to the sector of activity and a minimum of 7 years of relevant experience.
• Master's degree related to the sector of activity and a minimum of 5 years of relevant experience.
• Registered Representative licence with CIRO.
• Holding 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, markets and economy.

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.
• Rigorously analyze client needs and determine an integrated financial strategy.
• Direct the implementation of recommendations from financial planning.
• Maintain very frequent contact with clients to monitor needs and adjust solutions.

Skills

Business development

Relationship building

Investment products

Taxation knowledge

Retirement planning

Estate planning

Education

Bachelor's degree in related field

Master's degree related to field

Registered Representative licence with CIRO

CFA / FICVM / CPA / Pl.Fin desirable

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

Languages: French

Skills

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• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• 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?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?