Senior Investment Advisor Private Wealth 1859

National Bank of Canada - Montréal, QC (30+ days ago)

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Are you constantly on the lookout for wealth management solutions?
Do you have investment expertise?
Are you interested in advising high-net-worth (HNW) clients and do you have business development skills with this clientele?

National Bank offers a comprehensive range of financial services to individuals, corporations and government agencies across Canada, as well as specialized services to a select group of international clients.

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This position reports to the Vice-President.

Your main challenges:
Develop National Bank's HNW client market in a territory extending from western Montreal to Ottawa and Gatineau
Increase assets under management for an assigned portfolio by offering wealth management advisory services in line with client needs
Rigorously apply processes and procedures in order to properly analyze the needs of HNW clients and establish an integrated financial strategy with them
Oversee the implementation of action plans by integrating the interventions of the specialists at the Private Client Counsel group and National Bank subsidiaries
Ensure the rigorous follow-up of portfolios
Increase the number of products held by National Bank clients
Maintain regular contact with clients to monitor their needs and adapt their wealth management solutions to ensure quality customer service
Offer exceptional customer service through speed, accessibility and competence
Help identify the business potential of clients under the management of financial planners, investment advisors and Commercial Banking account managers
Participate in and/or host client events on wealth management
The incumbent must be able to identify the risks inherent to Wealth Management sector activities.

Bachelor's degree in a related field and 7-10 years of relevant experience or a master's degree in a related field and 5-8 years of relevant experience or any other relevant combination of experience and training
Successful completion of the Canadian Securities course and the Conduct and Practices Handbook course
Another professional designation, an asset: CFA, FICVM, CA, CMA, CGA
Experience in business development with HNW clients and entrepreneurs, and the ability to develop relationships of influence
Excellent knowledge of investment products (knowledge of financial markets and the economy in order to take action appropriately)
Knowledge of taxation, retirement planning and estate planning
Leadership, autonomy, perseverance, teamwork
Ability to adapt and be creative
Bilingualism, both spoken and written (French and English)

We strive to be an inclusive organization where all employees are valued. National Bank stands out for its many initiatives to promote inclusion, making it a Canada-wide leader in diversity.

See how we do it: