Private Wealth Advisor
Description
The Private Wealth Advisor will act as a dedicated financial specialist for affluent clients, focusing on providing exceptional customer service, building strong client relationships, and applying financial planning expertise to positively impact the organization.
What We're Looking For
Develop the wealthy client market in the Laval - Laurentides area, engaging with both internal and external partners.,Increase assets under management within an assigned portfolio by offering wealth management advisory services tailored to client needs.,Conduct thorough analyses of client needs to establish an an integrated financial strategy.,Oversee the implementation of recommendations derived from financial planning.,Maintain rigorous monitoring of portfolios and engage in frequent client contact to track evolving needs and adjust solutions.,Deliver outstanding customer service with speed, accessibility, and competence.,Collaborate synergistically with all National Bank's business lines.
Ideal Candidate
Bachelor's degree in a related field with a minimum of 7 years of relevant experience OR a master's degree in a related field with a minimum of 5 years of relevant experience.,Completion of Securities Trading Course and Standards of Conduct Handbook.,Holding a professional title such as CFA, FICVM, CPA, or Pl.Fin is highly desirable.,Experience in business development with wealthy clients and/or entrepreneurs.
Minimum Education
Bachelor's Degree or Master's Degree
Hard Skills
Soft Skills
Benefits
Also Available At
About the Company
National Bank of Canada
National Bank of Canada is one of the six systemically important banks in Canada, providing a comprehensive range of financial services to individuals, businesses, and institutional clients. Headquartered in Montreal, it is the leading financial institution in Quebec and holds strong positions across the country and internationally. The bank is committed to a people-first approach, fostering an entrepreneurial culture and sustainable growth for its communities.
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