Elevate your career as a Private Wealth Advisor with National Bank's Commercial & Private Banking 1859 team in Montreal. Provide top-tier financial advice to affluent clients while fostering lasting relationships. This role requires a seasoned financial qualified with a bachelor’s degree and 7+ years of relevant experience.

You will develop a wealthy clientele market and provide tailored wealth management services, ensuring an integrated financial strategy for each client. Your ability to monitor portfolios and adapt to evolving client needs is crucial to success. Key Responsibilities:

- Develop financial solutions for high-net-worth clients
- Increase assets through personalized advisory services
- Analyze client needs for strategic financial planning




- Implement recommendations and monitor portfolio progress
- Collaborate with National Bank lines for holistic service Requirements:
- Bachelor’s degree and 7 years experience or master’s with 5 years
- CIRO Registered Representative license required
- CFA, CPA, or related designation preferred
- Proven business development with wealthy clients
- In-depth knowledge of investment, taxation, and retirement planning Utilize your financial expertise and exceptional service skills to impact clients positively.

📌 Private Wealth Advisor in Montreal
🏢 National Bank of Canada
📍 Montreal