Wealth Management
Montréal, Québec
In addition to being part of National Bank, a financial group that has been serving investors for over 150 years, National Bank Financial - Wealth Management (NBFWM) ranks among the 5 largest securities brokerage firms in Canada, serving individuals, businesses and governments. In addition to investment management, advisors look after all of their clients' financial needs. Founded in 1902, the history of Wealth Management has been linked to that of National Bank since 1988. Thanks to its strategic alliances and numerous acquisitions, it has been able to adapt to the various economic environments in which it has had to evolve. With over 850 investment advisors in more than 100 points of service across Canada, and assets under management over $170 billion, NBFWM has established a dominant presence in the country. The firm is a member of the Canadian Investor Protection Fund. By clicking the Follow button above, you may receive communications from National Bank Financial regarding products and services that may be of interest to you, in your LinkedIn inbox or otherwise through LinkedIn. To change your preferences, click here: http://s.bnc.ca/xSMtt
Hybride · Brossard
Support investment advisors with day-to-day portfolio management and clients’ broader financial needs, including personalized financial plans, investment recommendations, and analysis of suitable financial products. Provide attentive client service, maintain account documentation and administration, coordinate with internal partners, support regulatory compliance, and contribute to client development strategies.
Hybride · Saint-Jean-sur-Richelieu
Collect, organize, and analyze clients’ financial information; prepare financial planning files and supporting documents; and assist advisors with client meetings and recommendations. Maintain client records and administrative follow-ups, collaborate with the team, and gradually manage simpler client files under supervision.