Private wealth advisor
National Bank of Canada based in Montreal, QC is inviting applications from suitable candidates for the position of Private wealth advisor. National Bank of Canada is a prominent financial institution offering a wide range of banking services. It provides personal and business banking, wealth management, and investment solutions. NBC focuses on delivering customized financial advice and innovative digital services. The bank operates through branches and online platforms, ensuring easy access for clients. It maintains a strong position in the market. The candidates selected for the vacancy will be required to start the work as soon as possible.
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Job Description:
Employer Name: National Bank of Canada
Position: Private wealth advisor
No of Vacancies: 3
Salary: Salary is not mentioned, $40.00 – $45.00 hourly estimated salary
Employment Type: Full Time/Permanent
Area of Interest: Wealth management
Job Category: Senior Professional
Location: Montreal, QC, CA
Shift: Hybrid
Job ID: 23492
Requirements:
Languages: Candidates must have knowledge of the English and French Language
Education: Candidates should have completion of a Bachelor’s degree
Experience: Candidates should have a minimum of 7 years of experience in the relevant field
Other Requirements:
- The candidates should have a Master’s degree related to the sector and a minimum of 5 years of relevant experience, or any other relevant combination of experience and training
- The candidates should have completed a Securities Trading Course and Standards of Conduct Handbook
- The candidates should hold another professional title, such as CFA, FICVM, CPA, Pl.Fin, which is very desirable
- The candidates should have experience in business development with wealthy clients and entrepreneurs
- The candidates should be able to develop trusting and lasting relationships with clients and possess excellent knowledge of investment products, demonstrating mastery of financial markets and the economy to act appropriately
- The candidates should have knowledge of taxation, retirement planning, and estate planning
Responsibilities:
- The candidates should be able to develop the wealthy clientele market for the Montreal area, collaborating with both internal and external partners
- The candidates should be able to increase the assets under management of the assigned portfolio by offering wealth management advisory services in line with client
- The candidates should be able to rigorously analyze customer needs and collaborate with them to determine an integrated financial strategy
- The candidates should be able to direct the implementation of recommendations arising from financial planning
- The candidates should be able to ensure rigorous monitoring of portfolios and establish frequent contact with customers to track the evolution of their needs and adapt solutions accordingly
- The candidates should be able to provide exceptional customer service in terms of speed, accessibility, and competence
- The candidates should be able to work in synergy with all of the National Bank’s business lines
Benefits:
- The candidates will get health and wellness program, Flexible group insurance, Generous pension plan, Employee Share Ownership Plan, Employee and Family Assistance Program and Telemedicine service
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!