Your main focus: 

• Offer solutions and advice on all aspects of wealth management to HNW clients and their families.
• Leverage your entrepreneurial desires to build and manage a client base.
• More specifically, you will be required to:
• Identify and develop business opportunities for all Bank products and services and develop the HNW client segment
• Build trust-based relationships with clients
• Collaborate with our credit experts to structure complex credit deals and work with the client throughout the process
• Rigorously apply the Bank's risk management standards
• Guide clients appropriately in achieving their financial objectives, leverage our Financial Planning and Estate experts as needed
• Help the Bank develop its share of wallet and increase its profitability by providing banking solutions to clients based on their profile and goals
• Ensure the sustainability of client relationships and the profitability of their portfolio
• If necessary, engage and collaborate with other National Bank businesses to adequately meet client needs
• Provide exemplary customer service and a client-centric experience that's consistent with our nine values of wealth management services
• The incumbent must be able to identify the risks inherent to Wealth Management sector activities.

• Bachelor's degree in a related field and 10 years of relevant experience or a master's degree in a related field and 6 years of relevant experience, CFP or PFP designation (an asset)
• Knowledge of banking products and services in the Personal and Commercial Banking sectors
• Outstanding customer service, sales, business development and negotiation skills
• Excellent interpersonal skills and ability to build strong business relationships
• Accessibility, friendliness, proactivity, client-centric attitude, agility and responsibility
• Leadership skills and ability to be autonomous, persevere and work in a team
• Excellent oral and written communication skills in English
• English spoken and written required, French 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.