Serve wealthy clients across Quebec as a Private Wealth Advisor, applying financial planning expertise and exceptional customer service in a hybrid work mode.

Within National Bank's Commercial & Private Banking 1859 sector, you will develop wealthy clientele with internal and external partners. You will analyze needs, create integrated financial strategies, and provide wealth management advice aligned with client needs. The position includes frequent portfolio monitoring and collaboration across National Bank business lines.

Key Responsibilities

Develop wealthy clientele throughout Quebec with internal and external partners

Increase assigned portfolio assets under management through advisory services

Analyze customer needs and determine integrated financial strategies





Direct implementation of financial planning recommendations

Monitor portfolios and adapt solutions as needs evolve

Requirements

Bachelor's degree and seven years of relevant experience, or equivalent combination

Completed Securities Trading Course and Standards of Conduct Handbook

Business development experience with wealthy clients or entrepreneurs

Excellent knowledge of investment products, financial markets, and the economy

Knowledge of taxation, retirement planning, and estate planning

Apply your financial planning, investment product, and relationship-building expertise as National Bank's Private Wealth Advisor in Quebec.

📌 Private Wealth Advisor Quebec (Winnipeg)
🏢 Banque Nationale du Canada
📍 Winnipeg