Guide wealthy clients in Montreal through financial planning and investment solutions in a hybrid Private Wealth Advisor position. Build lasting relationships while delivering exceptional service.
Within National Bank’s Commercial & Private Banking 1859 sector, you will serve as a preferred financial specialist for wealthy clients. You will analyze needs, develop integrated strategies, and coordinate recommendations from financial planning. The position involves portfolio monitoring, business development, and collaboration across business lines. You will work with internal and external partners to develop the Montreal market.
Key Responsibilities: Develop wealthy clientele in the Montreal area
Increase assigned portfolio assets under management
Analyze needs and establish integrated financial strategies




Direct financial planning recommendation implementation
Monitor portfolios and adapt solutions through frequent contacts
Requirements: Bachelor’s degree and seven years’ relevant experience
Registered Representative license with CIRO
Experience developing wealthy clients or entrepreneurs
Excellent knowledge of investment products and financial markets
Knowledge of taxation, retirement, and estate planning
Apply financial planning, investment expertise, and relationship-building skills as a Private Wealth Advisor serving Montreal’s wealthy clientele.

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📌 Private Wealth Advisor Montreal (Quebec City)
🏢 National Bank of Canada
📍 Quebec City