Strengthen trusted client relationships through wealth management advisory services, financial planning, and frequent portfolio follow-up. This hybrid opportunity 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 solid, 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.

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