Elevate your career as a Private Wealth Advisor with the National Bank's Commercial & Private Banking 1859 team in Montreal. Utilize your financial expertise to nurture relationships and serve affluent clients seamlessly.

This hybrid position requires you to develop wealthy clientele within the Montreal area, partnering effectively with internal and external contacts. Your key responsibilities include enhancing asset management through tailored wealth solutions and maintaining solid communication with clients to adapt strategies as their needs evolve. You will also collaborate with diverse teams across the bank to provide exceptional service.

Key Responsibilities:



• Develop wealthy clientele in the Montreal region • Enhance portfolio management through advisory services • Analyze customer needs for integrated financial strategies • Implement financial planning recommendations rigorously • Monitor portfolios and maintain client communications

Requirements: • Bachelor's or master's degree with relevant experience • Minimum 5–7 years in wealth management • Registered Representative licence with CIRO • Experience in business development with wealthy clients • Knowledge of investment and financial planning

Showcase your expertise in financial planning and relationship management as a Private Wealth Advisor. #J-18808-Ljbffr

📌 Wealth Advisor - Hybrid Role in Montreal (Winnipeg)
🏢 National Bank
📍 Winnipeg