A career as a WealthAdvisor in the Remote Privilege Advisory team at National Bank means helping our customers achieve their life goals. This job allows you to have a positive impact on our organization, thanks to your experience in customer service, your knowledge of investment products and your skills in offering quality advice.

Your job

• Cultivate long-term relationships with our customers
• Manage a portfolio of assigned customers
• Help clients achieve their financial goals
• Identify opportunities for synergy between sectors
• Ensure file compliance and risk management
• Direct customers to the right service offering, according to their needs

Your team

In the Remote Privilege Consulting sector, you are part of a direct team of ten colleagues, a large team of some fifty colleagues, and you report to Estelle Champagne. The Remote Privilege Consulting branch is available to our customers Monday to Friday, 9 a.m. to 5 p.m. (ET), and the team is physically in the office 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.

Prerequisite 

• 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