Strengthen trusted client relationships through wealth management advisory services, financial planning, and frequent portfolio follow-up. This hybrid prospect serves wealthy clients with National Bank.

As a Private Wealth Advisor within Commercial & Private Banking 1859, you will determine integrated strategies with clients and adapt solutions as needs evolve. Your work combines exceptional customer service, investment product knowledge, and business development with wealthy clients or entrepreneurs. You will collaborate with approximately thirty colleagues and National Bank business lines, while organizing weeks between the office, customer meetings, events, and home.

Key Responsibilities:

- Provide wealth management advice aligned with client needs
- Build strong, trusting, and lasting relationships




- Monitor portfolios rigorously and maintain frequent client contact
- Deliver fast, accessible, and competent customer service
- Work in synergy with National Bank business lines

Requirements:

- Master’s degree and five years’ relevant experience
- Registered Representative license with CIRO
- Ability to develop trusting, lasting client relationships
- Knowledge of taxation, retirement, and estate planning
- French language skills

Bring client-focused communication, listening, and financial planning expertise to wealth management advisory services for wealthy clients.

📌 Wealth Management Advisor Client Relationships (Montreal)
🏢 National Bank of Canada
📍 Montreal