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. The position includes frequent portfolio monitoring and collaboration across National Bank business lines.Develop wealthy clientele throughout Quebec with internal and external partnersIncrease assigned portfolio assets under management through advisory servicesAnalyze customer needs and determine integrated financial strategiesDirect implementation of financial planning recommendationsMonitor portfolios and adapt solutions as needs evolveRequirements:



Bachelor's degree and seven years of relevant experience, or equivalent combinationCompleted Securities Trading Course and Standards of Conduct HandbookBusiness development experience with wealthy clients or entrepreneursExcellent knowledge of investment products, financial markets, and the economyKnowledge of taxation, retirement planning, and estate planningApply your financial planning, investment product, and relationship-building expertise as National Bank's Private Wealth Advisor in Quebec. #

📌 CONSEILLER PATRIMONIAL / PRIVATE BANKING (H/F) (Winnipeg)
🏢 Banque Nationale du Canada
📍 Winnipeg