Wealth Advisor - Montréal, Canada - National Bank of Canada

National Bank of Canada

Verified Company

Montréal, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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 customer service, your knowledge of investment products and your skills in offering quality advice.

Your job

Cultivate longterm relationships with our clients
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 clients to the right service offering, according to their needs.

Your team

In the Exclusive Remote Advisory Services sector, you are part of a direct team of twelve colleagues, a large team of some fifty colleagues. The Exclusive Remote Advisory Services 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 onthejob 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

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

Your benefits

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.

Come live your ambitions with us