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SalaryA career as a Senior Private Wealth Advisor in the Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships, and your knowledge of financial planning.
Your job
• Ensure the proper management of a portfolio of wealth management clients, in close collaboration with a Senior Private advisor colleague
• Develop the wealthy clientele market for the greater region of Vancouver area both with internal and external partners
• Increase the assets under management of the assigned portfolio by offering wealth management advisory services in line with client needs
• Rigorously analyze customer needs and determine with them an integrated financial strategy
• Direct the implementation of recommendations arising from financial planning
• Ensure rigorous monitoring of portfolios and establish very frequent contacts with customers in order to follow the evolution of their needs and adapt solutions accordingly
• Provide exceptional customer service, both in terms of speed, accessibility and competence
• Work in synergy with all of the National Bank's business lines
Your team
Within the Private Banking 1859 sector, you will be part of a team working in a boutique office with 25 professionals, and you report to the Regional Vice-President. Our team stands out for its dedication and expertise. This position offers a hybrid work mode; you organize your weeks between the office, meetings with clients, business development, and events.
Our training programs based on learning in action allow you to master your profession. Personalized training content on topics such as financial planning, financial markets, and investment solutions is available to support your continued learning. Access to colleagues with different expertise, experiences, and diverse profiles enriches your development from all points of view.
Prerequisites
• Bachelor's degree related to the sector of activity and a minimum of 3 years of relevant experience
• Completed Securities Course and Standards of Conduct Handbook
• Holding another professional title: CFA, CIM, CPA
• Experience in business development with wealthy clients and/or entrepreneurs
• Ability to develop trusting and lasting relationships
• Excellent knowledge of investment products (mastery of financial markets and the economy in order to act appropriately)
• Knowledge of taxation, retirement planning, and estate planning
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
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.
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!
