Wealth Advisor
City : Montreal, Quebec
Category : Permanent Full-Time
Industry : Wealth management
Employer : National Bank
A career as a Wealth Advisor in the Exclusive Remote Advisory Services team at National Bank means helping our clients achieve their life goals. This job allows you to have a positive impact on our organization, thanks to your experience in client service, your knowledge of investment products and your skills in offering quality advice.
Your job
- Cultivate long-term relationships with our client
- Manage a portfolio of assigned client
- Help clients achieve their financial goals
- Identify opportunities for synergy between sectors
- Ensure compliance and risk management
- Direct clients to the right service offering, according to their needs.
Your team
In the Exclusive Remote Advisory Services team, you are part of a direct team of thirteen colleagues, a large team of some fifty colleagues, and you report to Estelle Champagne. The Exclusive Remote Advisory Services branch is available to our clients Monday to Friday, 9 a.m. to 5 p.m. (ET), and the team is physically in the office in Montreal three days a week.
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.
Prerequisites
- Spoken and written English level: Fluent / French: intermediate
- Bachelor's degree in business administration, finance or related field
- Minimum 5 years experience in an advisory role
- IIROC registered representative's license
- Proficiency in investment products
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!!