Wealth Management Advisor Client Relationships

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 needsBuild strong, trusting, and lasting relationshipsMonitor portfolios rigorously and maintain frequent client contactDeliver fast, accessible, and competent customer serviceWork in synergy with National Bank business linesRequirements:
Master’s degree and five years’ relevant experienceRegistered Representative license with CIROAbility to develop trusting, lasting client relationshipsKnowledge of taxation, retirement, and estate planningFrench language skillsBring client-focused communication, listening, and financial planning expertise to wealth management advisory services for wealthy clients.
#J-18808-Ljbffr