We are looking for a professional candidate dedicated to the highest standards of customer service to join our team.

This position will report to the Regional Vice-President, National Bank Private Banking 1859 in Vancouver, B.C.

Your main challenges:

• Develop National Bank's HNW client market within the Montreal territory.
• 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
• Lead the implementation of recommendations arising from financial planning
• 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
• Work in synergy with all of the National Bank's business lines
• The incumbent must be able to identify the risks inherent to Wealth Management sector activities.

Qualifications:

• Bachelor's degree in a related field and a minimum of 7 years of relevant experience OR a master's degree in a related field and a minimum of 5 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, CPA.Pl. Fin.
• 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
• Bilingual in French and/or Mandarin is an asset

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

• Health and wellness program, including many benefits
• Flexible group insurance
• Defined benefit pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferred banking services
• Volunteer program
• Telemedicine
• Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.