Wealth Management Advisor Quebec
Banque Nationale du Canada
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.
#J-18808-Ljbffr
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.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Wealth Management Advisor Quebec in Winnipeg, MB vacancy
$110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation Range: $110-$150K annually depending on experience & credentials... ...in investable assets (or 25M+ net worth). As a CG Wealth Management team, SWP+ is a highly exclusive practice team with one of...SuggestedLong term contractWork at office$95k - $140k per year
...Becoming an Wealth Advisor, with CC&L Private Capital may be the only career move you ever need... ...privately held discretionary investment managers, and help clients achieve their unique financial... ...of investment planning and portfolio management to employees participating in CC&L...SuggestedInternshipFlexible hours$50k - $100k per year
...37.5 Line of Business: TD Wealth Pay Details: $50,000 - $... ...TD Wealth, Private Wealth Management (PWM) provides high-net worth... ...dedicated and professional Investment Advisor, while maintaining active... ...hearing from you! Language Requirement (Quebec only): Sans Objet...SuggestedWork from home- ...service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future Account Manager/Banking Advisor. What will you do? Proactively engage with clients in the branch and deliver an outstanding service experience...SuggestedFlexible hours
- ...Position Description: As a Security Advisor, you will play a crucial role in safeguarding our organization's information systems and data... ...assessment(IAVA) Vulnerability coordination Vulnerability management(IAVM) What you can expect from us: Together, as owners, let...SuggestedFull time
- ...looking to fill the position of a parts advisor, who will be responsible for scheduling... ...is responsible for ordering, selling and managing stock control on a wide range of vehicle... ...manufacturer’s policies. Notifies the parts manager of out-of-stock items or when shop...Full timeImmediate start
- ...and a "customer-first" approach. We are looking for a leader to manage our front-of-house operations and act as the vital link between our... ...Experience: 5+ years of experience as an Automotive Service Advisor or Manager. Specific knowledge of automotive drivetrains is a significant...Full timeLocal areaMonday to friday
Seven Oaks Transmissions
Winnipeg, MBa month ago - ...Limitless with Reliance By joining Reliance as a Home Comfort Advisor you’ll become an important team member and will be provided with... ..., results-driven and highly organized with excellent time management skills • Possess a strong commitment to providing an excellent...Flexible hoursAfternoon shift
- ...team is looking for a collaborative and strategic Communications Advisor to support priority corporate initiatives, campaigns, sponsorships... ...and digital content, campaign materials and content plans Manage reviews, approvals, timelines and communications deliverables across...Work at officeFlexible hours
$16.4 per hour
...Job Description About the Role As a Sales Advisor , you'll be responsible for providing excellent customer service, welcoming & guiding... ...or operational actions to reach sales targets with store management team General Information Fashion & Trend Awareness Keep up...Hourly payFull timeInternshipLocal areaImmediate startFlexible hoursWeekday work$45k - $55k per year
...customers across 200+ locations across Canada. Insurance Advisor In this role, you will be part of a team of Commercial Advisors managing a national book of small business accounts. You will report to the Manager, Growth Administration and have the opportunity to offer...Full time- ...We are seeking a Senior Construction Advisor or Contract Administrator to join our Winnipeg-based Water team. This is an opportunity for... ...from contract interpretation and field issue resolution to change management, payment review, close-out, and dispute avoidance. Our work...Contract workFor contractors
- ...culture. About the role What your role will be… Financial Advisor At Scotiabank we help employees build their futures – where... ...and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital...
- Work must be completed at the physical location. There is no option to work remotely. Work setting - Private sector - Automobile repair services Tasks - Answer inquiries and provide information to customers - Explain the type and cost of services offered - Maintain...Permanent employmentTemporary workRemote work
- ...commercial acumen in a hybrid Toronto role. Lead partnerships supporting brand and business priorities. As Senior Advisor, Brand Sponsorships, you will manage provincial and national sponsorship investments within a complex organization. You will evaluate opportunities,...
- ...As a Group Retirement Client Relationship Manager (CRM) you will be responsible for the... ...interact with our plan sponsors and plan advisors/consultants when speaking to our products... ...chosen us for their insurance, savings, and wealth management. With over $200 billion in...Work at office
- Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do. Why this role is important? Why work in a Shoppers Drug Mart store? Each store has an Associate...Part timeFor contractorsLocal areaFlexible hours
- ...Location: Montreal, Quebec, CA, H3A 1L6 The location in Montreal, ( Quebec, Canada ), is... ...talent to fill the position of Senior Manager, Financial Planning, Costing & Internal Reporting... ...team whose diverse backgrounds and wealth of perspectives are one of the keys to our...Permanent employmentFull timeWork at officeRemote work
- Kognitive Sales Solutions is growing its in-store sales team and we are looking for driven, personable individuals who thrive in a retail environment. In this role you will work inside a major Canadian retailer, meeting customers where they shop and helping them discover ...Hourly payPermanent employmentFull timePart timeFlexible hours
$90k - $175k per year
...like? There are no typical days for a Manager in our Strategic & Technology Change... ...relevant discipline. Positions based in Quebec: Bilingualism in French and English is... ...recruitment experience. Our recruitment advisors and hiring teams will utilize human screening...Long term contractPermanent employmentFlexible hoursShift work- ...Develop and execute a risk-based audit plan for US Model Risk Management Through in-depth understanding of the business including changes... ...relationship with business stakeholders to become a trusted advisor. Evidence of having validated and/or developed any of the following...Long term contractFull timeFlexible hours
$124.9k - $167.8k per year
...dynamic natural landscapes - WSP is seeking a Wildlife Group Manager to lead our Prairies & North Wildlife team, part of the... ...shape communities to advance humanity. The brightest engineers, advisors and scientists from across the globe call WSP home. Proudly...Local areaFlexible hours$95k - $105k per year
...Quality Assurance Manager Winnipeg, MB | Full-Time | Permanent | $95,000 – $105,000 per year About the Opportunity Staffmax... .... You'll report to the general manager and act as a key quality advisor across the business. What You'll Be Doing Leading,...Permanent employmentFull timeCasual workWork at officeNight shift$74k - $138k per year
...the job coaching What will your typical day look like? As a Manager in the Accounting Services Group, you will: Manage and... ...to ensure a consistent recruitment experience. Our recruitment advisors and hiring teams will utilize human screening combined with AI technology...Permanent employmentFlexible hours- ...building a career with global opportunities and local impact. Senior Manager, Roads - Major Projects - Ontario is a senior transportation... ..., and major infrastructure programs throughout Ontario and Quebec. The role supports multidisciplinary project delivery involving provincial...Local area
- Join Amrize as a Production Manager and help construct what's next. If you're ready to put your skills to work on projects that matter - and... ...or services along with team members or support functions outside Quebec. Experience in the cement manufacturing is an asset. Proven...InternshipWork at officeLocal areaFlexible hours
- ...team. You’ll leverage your banking and mortgage experience to help clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting connections and provide...Local areaRemote work
$109.4k - $150.48k per year
...customer experience. What you’ll do… We’re looking for a Senior Manager, Customer Escalations to lead a highly visible function within... ..., and resolution strategies. The role serves as a trusted advisor to senior leadership, providing clear visibility into critical customer...- ...Property Field Claims Manager page is loaded## Property Field Claims Managerremote type: Hybridlocations: CAN - ON GTA (Remote)time type... ...accountable for leading a high-performing team of Field Property Advisors across Ontario. Reporting to the Senior Manager, Property Claims...InternshipWork at officeRemote workFlexible hours
- ...collaborative and globally distributed team. What You'll Do Own and manage a portfolio of high-value and complex customers and act as their... ...maintain strong relationships with customers, becoming a trusted advisor and advocate for their success. Become a solution expert to...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Advisor Quebec. Be the first to apply!
Related searches
- change management part time Winnipeg, MB
- asset management specialist Winnipeg, MB
- disability management Winnipeg, MB
- tourism management Winnipeg, MB
- configuration management specialist Winnipeg, MB
- resource management specialist Winnipeg, MB
- hotel management training Winnipeg, MB
- product management intern Winnipeg, MB
- resource management Winnipeg, MB
- change management analyst Winnipeg, MB