Build lasting relationships with wealthy clients in Quebec through wealth management advice, integrated financial strategies, and frequent portfolio follow-up.

As part of National Bank's Commercial & Private Banking 1859 team, you will serve as a preferred financial specialist for wealthy clients. Your work centers on understanding customer needs, increasing assigned assets under management, and adapting solutions over time. The hybrid schedule combines office work, customer meetings, events, and home.

Key Responsibilities

Provide wealth management advisory services aligned with client needs

Establish frequent customer contacts and follow changing requirements

Increase assets under management within the assigned portfolio

Provide exceptional service through speed,



accessibility, and competence

Work in synergy with National Bank business lines

Requirements

Ability to develop trusting and lasting customer relationships

Experience developing business with wealthy clients or entrepreneurs

Master's degree and five years relevant experience, or equivalent combination

Completed Securities Trading Course and Standards of Conduct Handbook

French language proficiency

Bring relationship development, portfolio monitoring, and wealth management advisory skills to National Bank's Quebec team.

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