Join the Commercial & Private Banking 1859 team as a Private Wealth Advisor, serving distinguished clients in Montreal. Leverage your customer service and financial planning skills for impactful wealth management.

In this hybrid position, your role focuses on building robust relationships with wealthy clientele. You will analyze their financial needs, design integrated strategies, and drive the implementation of solutions. Regular client interactions and consultations are key to adapting strategies that meet evolving requirements, all while collaborating with various business lines within the bank.

Key Responsibilities:
• Cultivate the wealthy market in the Montreal area
• Increase assets under management with advisory services




• Rigorously analyze customer financial needs
• Direct implementation of financial solutions
• Ensure proactive client portfolio monitoring

Requirements:
• Bachelor’s or master's degree with significant experience
• Minimum 5-7 years in a financial advisory role
• CIRO Registered Representative licence required
• Experience developing relationships with high-net-worth clients
• Insight into taxation and estate planning

Utilize your financial advisory skills to make a lasting impact in your clients' lives.
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📌 Private Wealth Advisor with National Bank (Quebec City)
🏢 National Bank
📍 Quebec City