Elevate your finance career as a Private Wealth Advisor with National Bank's Commercial & Private Banking 1859 team. This hybrid role emphasizes exceptional client service and strategic financial planning.
In this position, you will develop a wealthy clientele market in Montreal through collaboration with internal and external partners. Leverage your investment knowledge to enhance client portfolios, ensuring customized financial strategies that adapt to their evolving needs. Exceptional service and robust relationships are vital to success in this role.
Key Responsibilities:
• Develop the wealthy clientele market in Montreal
• Increase assets under management for assigned portfolio
• Analyze client needs and create financial strategies




• Implement recommendations from financial planning analysis
• Monitor portfolios and maintain frequent client contact
Requirements:
• Bachelor's or Master's degree in finance-related field
• 5+ years of relevant experience in wealth management
• CIRO Registered Representative license
• CFA, CPA, or equivalent certifications desirable
• Proven ability in relationship-building with wealthy clients
Bring your expertise in financial planning to contribute positively to National Bank's vision for client-centered service.
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📌 Private Wealth Advisor in Montreal
🏢 National Bank of Canada
📍 Montreal