Private Wealth Advisor (1859)

National Bank of Canada; Quebec; Hybrid; CAD 120,000 - 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 of Canada is seeking a Private Wealth Advisor to build wealth for high-net-worth clients in Quebec. You will develop the wealthy clientele market, increase assets under management, and deliver integrated financial planning with a focus on client trust and exceptional service.

Reporting to the regional vice-president GP1859, you’ll join a large team in a hybrid work environment, combining office presence, client meetings, events, and remote work.

Qualifications

• 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
• Completed Securities Trading Course and Standards of Conduct Handbook
• 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

Responsibilities

• Develop the wealthy clientele market for the Quebec 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

Skills

Wealth management

Relationship building

Financial planning

Client development

Investment knowledge

Education

Bachelor's degree in related field

Master's degree in related field

Securities Trading Course

Standards of Conduct Handbook

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.

• Develop the wealthy clientele market for the Quebec 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
• Completed Securities Trading Course and Standards of Conduct Handbook
• 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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In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• 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?

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