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.
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📌 Wealth Management Advisor Quebec Quebec City
🏢 Banque Nationale du Canada
📍 Quebec City