Job opportunity
Private Wealth Advisor Quebec
Banque Nationale du Canada
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.
#J-18808-Ljbffr
Apply on source site 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.
#J-18808-Ljbffr