Step into the role of a Private Wealth Advisor at National Bank's Commercial & Private Banking 1859 team in Montreal. Impact clients' financial futures by delivering exceptional wealth management services.

As a Private Wealth Advisor, you will be instrumental in developing a robust client base among affluent individuals in Montreal. Your expertise will help in formulating integrated financial strategies tailored to client needs, ensuring ongoing support and timely adjustments based on portfolio performance. Collaboration with various departments will enhance service excellence.

Key Responsibilities:



• Develop affluent clientele in Montreal through networking • Boost portfolio management via tailored wealth advice • Analyze client needs for comprehensive strategy formulation • Ensure effective implementation of financial recommendations • Maintain ongoing portfolio monitoring and client interaction

Requirements: • Bachelor’s degree with 5-7 years in wealth management • CIRO Registered Representative licence required • Exceptional relationship development skills • Proficiency in investment products and financial planning • Knowledge of tax, retirement, and estate planning

Bring your financial acumen and customer service excellence to the forefront of wealth management. #J-18808-Ljbffr

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