Wealth Advisor

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 jobCultivate long-term relationships with our clientManage a portfolio of assigned clientHelp clients achieve their financial goalsIdentify opportunities for synergy between sectorsEnsure compliance and risk managementDirect 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. PrerequisitesSpoken and written English level: Fluent / French: intermediateBachelor's degree in business administration, finance or related fieldMinimum 5 years experience in an advisory roleIIROC registered representative's licenseProficiency in investment products     Your benefitsIn 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 optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicThese 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 firstWe'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!!