Wealth Management Advisor Quebec

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 needsEstablish frequent customer contacts and follow changing requirementsIncrease assets under management within the assigned portfolioProvide exceptional service through speed, accessibility, and competenceWork in synergy with National Bank business linesRequirements:
Ability to develop trusting and lasting customer relationshipsExperience developing business with wealthy clients or entrepreneursMaster's degree and five years relevant experience, or equivalent combinationCompleted Securities Trading Course and Standards of Conduct HandbookFrench language proficiencyBring relationship development, portfolio monitoring, and wealth management advisory skills to National Bank's Quebec team.
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