Explore a rewarding career as a Private Wealth Advisor with National Bank’s Commercial & Private Banking 1859 team in Montreal. Utilize your exceptional service skills to build lasting client relationships. This unique hybrid role merges client advisory and strategic financial planning to meet the needs of affluent individuals.

You'll work with a energetic team while expanding your expertise in investment products and market trends. With a focus on customer-centric solutions, your contributions will directly impact client satisfaction and portfolio growth. Key Responsibilities:
Cultivate high-net-worth clientele in Montreal
Drive asset growth through tailored wealth management
Analyze and determine client financial needs
Directly implement and monitor financial recommendations
Ensure exceptional service through ongoing client engagement

Requirements:
Bachelor’s or Master’s with relevant experience
CIRO Registered Representative license
Additional designations like CFA preferred
history of client development with wealthy individuals
Solid analytical and relational skills

Shape the financial landscape for high-net-worth clients as a Private Wealth Advisor in Montreal.

📌 Montreal Private Wealth Advisor Job
🏢 National Bank
📍 Montreal