New Job Private Counsellor, Private Wealth 1859 In Quebec

Primary Locations: Montreal, Quebec

Attendance: Hybrid

This is an exciting time to join Ultra High Net Worth Clientele team. Private Banking 1859 is National Bank's Private Banking & Wealth division, which offers unique, tailored banking, complex credit, investment management and wealth solutions to high-net-worth and UHNW clients and families. Private Banking 1859 has successfully expanded outside of Quebec by building a multidisciplinary team of truly passionate professionals who are committed to going the extra mile by offering unparalleled service to their distinctive clientele. Our business model is designed as a complete, integrated offering, and at its heart is the relationship between you and your client. This is an opportunity to join a winning franchise with a unique strategy, value proposition and execution capabilities, to help us stand out and continue to rapidly grow market share.

We are seeking results-oriented individuals who are highly collaborative and can strategically leverage our unique strategy, structure, and product and service offering. The successful candidate will be highly driven and motivated to win with a demonstrated track record of successful UHNW client management, a pipeline of prospective clients, a strong industry presence and an understanding of various complementary products and services to successfully leverage our integrated approach.

This position will report to the Leader, Ultra High Net Worth Clientele, National Bank Private Banking 1859

Your Role:

• In collaboration with all other units of the bank (Financial Markets, National Client Group, Commercial Banking, etc.), develop and maintain relationships with UHNW families and centres of influence.
• Develop a “Trusted advisor” relationship with current and potential UHNW clients at the Bank

• Define and implement a strategy for each Ultra High Net Worth client and be responsible for its delivery.
• Recommend value-added advice and solutions to Ultra High Net Worth families
• Work closely with all internal and external partners in order to increase the Bank's penetration rate with UHNW families and monitor it
• Co-ordinate wealth planning services with partners
• Keep up to date on the latest market trends to confidently provide recommendations to clients

• Inform clients of products and services offered by PB 1859 and the Bank
• Grow the client base with a view to making profits and increase assets under administration

• Manage all aspects of the client relationship and portfolio on an ongoing basis to maximize client retention and growth of assets
• Create trusted, collaborative, and mutually beneficial working relationships, dedicated to the preservation and growth of client wealth

Competencies required

• Bachelor's degree in a related field and a minimum of ten (10) years' relevant experience, or master's degree in a related field and a minimum of seven (7) years' relevant experience or any other relevant combination of experience and training
• Canadian Securities Course (CSC) and the Conduct and Practices Handbook course (CPH)
• Experience in sales and business development for HNW clients

• Excellent knowledge of the financial industry
• Knowledge of Taxation, Wealth/Estate Planning, and Insurance
• Excellent interpersonal skills with the ability to build strong relationships
• Accessible, proactive, client centric, agile and accountable
• Leadership, autonomy, perseverance, teamwork

• Bilingualism (French and English), essential as you will be working with English-speaking partners

Preferred competencies

• Chartered Financial Analyst (CFA Charter Holder), Chartered Investment Manager (CIM)
• FCSI, CPA professional designation, an asset

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
• Initiatives promoting community involvement
• 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.

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

Ready to live your ambitions?