Private Wealth Advisor for HNW Clients (Hybrid)

National Bank of Canada; Saint-Laurent-de-l'Île-d'Orléans; Hybrid; CAD 90,000 - 140,000; 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

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada seeks a Private Wealth Advisor to grow wealth for Montreal-area clients through internal and external partners. You’ll increase assets under management by offering tailored wealth advisory services and constructing integrated financial plans.

With a focus on exceptional service and frequent client contact, you will monitor portfolios and adapt solutions as client needs evolve. Hybrid work weeks combine office meetings, events, and remote work.

Qualifications

• Bachelor's degree in related field with 7+ years of experience, or Master's with 5+ years.
• Registered Representative licence with CIRO.
• Holding another professional title: CFA, FICVM, CPA, Pl.Fin 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 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.

Skills

Accountability

Client-focused

Communication

Emotional Intelligence

Learning Agility

Listening

Teamwork

Business development

Investment products knowledge

Taxation knowledge

Education

Bachelor's degree in related field

Master's degree in related field

CIRO Registered Representative licence

CFA

FICVM

CPA

Pl.Fin

Job description

National Bank of Canada seeks a Private Wealth Advisor to grow wealth for Montreal-area clients through internal and external partners. You’ll increase assets under management by offering tailored wealth advisory services and constructing integrated financial plans.

With a focus on exceptional service and frequent client contact, you will monitor portfolios and adapt solutions as client needs evolve. Hybrid work weeks combine office meetings, events, and remote work.