Private Wealth Advisor
City : Sherbrooke, Quebec
Category : Permanent Full-Time
Industry : Wealth management
Employer : National Bank
Your job:
- Develop the wealthy clientele market for the Montreal area both with internal and external partners.
- Increase the assets under management of the assigned portfolio by offering wealth management advisory services in line with client needs.
- Rigorously analyze customer needs and determine with them an integrated financial strategy.
- Direct the implementation of recommendations arising from financial planning.
- Ensure rigorous monitoring of portfolios and establish very frequent contacts with customers in order to follow the evolution of their needs and adapt solutions accordingly.
- Provide exceptional customer service, both in terms of speed, accessibility and competence
- Work in synergy with all of the National Bank's business lines.
Your team:
Within the Commercial & Private Banking 1859 sector, you are part of a large team of around thirty colleagues, and you report to the regional vice-president GP1859. Our team stands out for its dedication and expertise. This position offers a hybrid work mode; you organize your weeks between the office, meetings with customers, events, and home.
Our training programs based on learning in action allow you to master your profession. Personalized training content on topics such as financial planning, financial markets and investment solutions is available to support your continued learning. Access to colleagues with different expertise, experiences and diverse profiles enriches your development from all points of view.
Prerequisites:
- Bachelor's degree related to the sector of activity and a minimum of 7 years of relevant experience OR master's degree related to the sector of activity and a minimum of 5 years of relevant experience or any other relevant combination of experience and training
- Completed Securities Trading Course and Standards of Conduct Handbook
- Holding another professional title: CFA, FICVM, CPA, Pl.Fin very desirable
- Experience in business development with wealthy clients and/or entrepreneurs
- Ability to develop trusting and lasting relationships
- Excellent knowledge of investment products (mastery of financial markets and the economy in order to act appropriately)
- Knowledge of taxation, retirement planning and estate planning
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- Telemedicine service
- Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!!