Become a Wealth Management Advisor with National Bank's Commercial & Private Banking 1859 team in Montreal. Use your customer service expertise and financial knowledge to build trust with affluent clients.

In this hybrid role, you will shape financial strategies for high-net-worth individuals. As a key member of the team, you'll engage both internal and external partners to expand clientele and manage assets. Your focus will be on delivering exceptional client experiences through rigorous portfolio monitoring and adapting to evolving client needs.

Key Responsibilities:
• Develop wealthy clientele in the Montreal area
• Increase assets under management through advisory services
• Analyze client needs for financial strategy recommendations




• Implement recommendations from financial planning
• Monitor portfolios and maintain frequent client contact

Requirements:
• Bachelor’s with 7+ years or Master’s with 5+ years relevant experience
• Registered Representative license with CIRO
• CFA, FICVM, CPA, Pl.Fin desirable
• Experience in business development with wealthy clients
• Robust relationship-building skills

Drive financial success and exceptional client service as a Wealth Management Advisor in Montreal.
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📌 Wealth Management Advisor Montreal (Quebec City)
🏢 National Bank
📍 Quebec City