A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build robust trusting relationships and your knowledge of financial planning. Your job: Develop the wealthy clientele market for the Montreal area both with internal and external partners. Increase the assets under management of the assigned portfolio by offering wealth management advisory services in line with client needs. Rigorously analyze customer needs and determine with them an integrated financial strategy. Direct the implementation of recommendations arising from financial planning. Ensure rigorous monitoring of portfolios and establish very frequent contacts with customers in order to follow the evolution of their needs and adapt solutions accordingly. Provide exceptional customer service, both in terms of speed, accessibility and competence Work in synergy with all of the National

📌 Private Wealth Advisor (Terrebonne)
🏢 National Bank
📍 Terrebonne