Take your career to the next level as a Private Wealth Advisor at National Bank in Montreal. Leverage your financial planning expertise to serve affluent clients with tailored investment solutions.

This hybrid position allows you to connect with clients in various settings, from the office to their homes. As part of the Commercial & Private Banking 1859 team, your role focuses on analyzing customer needs and establishing dedicated financial strategies. With support from a talented team, you will ensure timely service and monitor portfolio performance closely.

Key Responsibilities:
• Expand clientele market in Montreal’s affluent sector
• Enhance portfolio assets through customized advisory
• Conduct rigorous needs analysis for financial strategies




• Implement financial planning recommendations
• Ensure consistent monitoring of client portfolios

Requirements:
• Bachelor’s degree plus 7 years or Master’s plus 5 years relevant experience
• CIRO Registered Representative license
• Other certifications like CFA or CPA desirable
• Proven business development experience
• Excellent investment knowledge and relationship skills

Use your wealth management acumen to create impactful financial solutions as a Private Wealth Advisor at National Bank.
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📌 Private Wealth Advisor - Hybrid Role (Quebec City)
🏢 National Bank
📍 Quebec City