Use financial planning expertise to advise wealthy clients as a Private Wealth Advisor in Montreal with hybrid work flexibility. Build trusted relationships while delivering exceptional service.

Within National Bank's Commercial & Private Banking 1859 sector, you will develop wealthy clientele and advise assigned portfolios. You will analyze needs, design integrated strategies, and direct recommendations from financial planning. The position includes collaboration across business lines and frequent client contact.

Key Responsibilities:

- Develop wealthy clientele across the Montreal area
- Grow assigned portfolio assets through wealth management advice
- Analyze needs and establish integrated financial strategies
- Monitor portfolios and adapt solutions to evolving needs




- Coordinate recommendations arising from financial planning

Requirements:

- Bachelor's degree and seven years of relevant experience
- Registered Representative licence with CIRO
- Business development experience with wealthy clients or entrepreneurs
- Excellent knowledge of investment products and financial markets
- Knowledge of taxation, retirement, and estate planning

Bring financial planning, investment knowledge, and relationship-building strengths to support wealthy clients at National Bank in Montreal.

📌 Private Wealth Advisor Montreal (St-Laurent-de-l'Île-d'Orléans)
🏢 National Bank of Canada
📍 St-Laurent-de-l'Île-d'Orléans