Private Wealth Advisor Montreal

Guide wealthy clients in Montreal through financial planning and investment solutions in a hybrid Private Wealth Advisor position. Build lasting relationships while delivering exceptional service.Within National Bank’s Commercial & Private Banking 1859 sector, you will serve as a preferred financial specialist for wealthy clients. You will analyze needs, develop integrated strategies, and coordinate recommendations from financial planning. The position involves portfolio monitoring, business development, and collaboration across business lines. You will work with internal and external partners to develop the Montreal market.Key Responsibilities:
Develop wealthy clientele in the Montreal areaIncrease assigned portfolio assets under managementAnalyze needs and establish integrated financial strategiesDirect financial planning recommendation implementationMonitor portfolios and adapt solutions through frequent contactsRequirements:
Bachelor’s degree and seven years’ relevant experienceRegistered Representative license with CIROExperience developing wealthy clients or entrepreneursExcellent knowledge of investment products and financial marketsKnowledge of taxation, retirement, and estate planningApply financial planning, investment expertise, and relationship-building skills as a Private Wealth Advisor serving Montreal’s wealthy clientele.
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