Private Wealth Advisor Montreal

Use financial planning expertise to advise wealthy clients as a Private Wealth Advisor in Montreal with hybrid work flexibility. Build trusted relationships while delivering exceptional service.Within National Bank's Commercial & Private Banking 1859 sector, you will develop wealthy clientele and advise assigned portfolios. You will analyze needs, design integrated strategies, and direct recommendations from financial planning. The position includes collaboration across business lines and frequent client contact.Key Responsibilities:
Develop wealthy clientele across the Montreal areaGrow assigned portfolio assets through wealth management adviceAnalyze needs and establish integrated financial strategiesMonitor portfolios and adapt solutions to evolving needsCoordinate recommendations arising from financial planningRequirements:
Bachelor's degree and seven years of relevant experienceRegistered Representative licence with CIROBusiness development experience with wealthy clients or entrepreneursExcellent knowledge of investment products and financial marketsKnowledge of taxation, retirement, and estate planningBring financial planning, investment knowledge, and relationship-building strengths to support wealthy clients at National Bank in Montreal.
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