Current jobs related to Associate Wealth Advisor - London - National Bank

  • Insurance Associate

    3 months ago

    London, Canada Aviso Wealth Full time

    The Insurance Associate - LWS will enable our Libro Wealth Strategies advisors to enhance insurance services for both wealth protection and wealth preservation, optimize Owner relationships, improve the Advisor experience, and drive revenue growth. Strong knowledge of processes, requirements and documentation relating to both insurance products and services...

  • Total Wealth Planning Associate

    3 months ago

    London, Canada Scotiabank Full time

    Requisition ID: 180560 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: The primary purpose of the Total Wealth Planning Associate is to provide Regional support to Scotia Wealth Management advisors and Specialists. The Associate is also required to work very closely with other members...

  • Wealth Management Associate

    2 weeks ago

    London, Ontario, Canada NBC Full time

    {"h1": "Wealth Associate Role at National Bank Financial", "p": "As a Wealth Associate at National Bank Financial, you will play a key role in supporting clients in achieving their financial goals. Your responsibilities will include managing client portfolios, providing personalized financial solutions, and collaborating with a team of specialists to meet...

  • Wealth Management Associate

    2 weeks ago

    London, Ontario, Canada NBC Full time

    {"h1": "Wealth Associate Role at National Bank Financial", "p": "As a Wealth Associate at National Bank Financial, you will play a key role in supporting clients in achieving their financial goals. Your responsibilities will include managing client portfolios, providing personalized financial solutions, and collaborating with a team of specialists to meet...

  • Wealth Management Associate

    1 month ago

    London, Ontario, Canada National Bank Full time

    Position Overview: As a Wealth Management Associate at National Bank, you will play a crucial role in delivering exceptional service to our clients while collaborating closely with wealth advisors. This position emphasizes effective communication and a commitment to client satisfaction. Key Responsibilities: Facilitate clear communication among clients,...

  • Wealth Management Associate

    1 month ago

    London, Ontario, Canada National Bank Full time

    Position Overview: As a Wealth Management Associate at National Bank, you will play a crucial role in fostering relationships with clients and collaborating with wealth advisors. This position emphasizes exceptional service delivery that positively influences our clients' financial journeys. Key Responsibilities: Facilitate effective communication among...

  • Wealth Management Associate

    1 month ago

    London, Ontario, Canada National Bank Full time

    Position Overview: As a Wealth Management Associate at National Bank, you will play a crucial role in enhancing the client experience by collaborating effectively with wealth advisors and providing outstanding service. This position emphasizes the importance of communication and teamwork in achieving long-term client satisfaction. Key Responsibilities: ...

  • Senior Associate

    2 weeks ago

    London, Ontario, Canada Scotiabank Full time

    {"title": "Senior Associate Role Overview", "content": "At ScotiaMcLeod, we're committed to delivering exceptional client service and driving business growth. As a Senior Associate, you'll play a key role in supporting our Wealth Advisors in developing and managing their client relationships.Key Responsibilities:Identify new business opportunities to expand...

  • Senior Associate

    2 weeks ago

    London, Ontario, Canada Scotiabank Full time

    {"title": "Senior Associate Role Overview", "content": "At ScotiaMcLeod, we're committed to delivering exceptional client service and driving business growth. As a Senior Associate, you'll play a key role in supporting our Wealth Advisors in developing and managing their client relationships.Key Responsibilities:Identify new business opportunities to expand...

  • Associate Wealth Advisor

    4 months ago

    London, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships. **Your job**: - Diligently and...

  • Associate Wealth Advisor

    3 months ago

    London, Canada NBC Full time

    Area of Interest: Wealth management ...

  • Wealth Management Associate

    4 days ago

    London, Ontario, Canada NBC Full time

    {"h1": "Wealth Associate Role at National Bank Financial", "p": "As a Wealth Associate at National Bank Financial, you will play a key role in supporting clients in achieving their financial goals. Your responsibilities will include managing client portfolios, providing personalized financial solutions, and collaborating with a team of specialists to meet...

  • Wealth Management Associate

    4 days ago

    London, Ontario, Canada NBC Full time

    {"h1": "Wealth Associate Role at National Bank Financial", "p": "As a Wealth Associate at National Bank Financial, you will play a key role in supporting clients in achieving their financial goals. Your responsibilities will include managing client portfolios, providing personalized financial solutions, and collaborating with a team of specialists to meet...

  • Wealth Management Associate

    1 day ago

    London, Ontario, Canada NBC Full time

    {"h1": "Wealth Associate Role at National Bank Financial", "p": "As a Wealth Associate at National Bank Financial, you will play a key role in supporting clients in achieving their financial goals. Your responsibilities will include managing client portfolios, providing personalized financial solutions, and collaborating with a team of specialists to meet...

  • Wealth Management Associate

    1 day ago

    London, Ontario, Canada NBC Full time

    {"h1": "Wealth Associate Role at National Bank Financial", "p": "As a Wealth Associate at National Bank Financial, you will play a key role in supporting clients in achieving their financial goals. Your responsibilities will include managing client portfolios, providing personalized financial solutions, and collaborating with a team of specialists to meet...

  • Senior Associate

    4 weeks ago

    London, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and motivated Senior Associate to join our Wealth Management team at Scotiabank. As a Senior Associate, you will play a key role in supporting our Wealth Advisors in the development and management of their book of business.Key ResponsibilitiesIdentify new business opportunities to gather additional assets and/or...

  • Wealth Management Associate

    5 days ago

    London, Ontario, Canada NBC Full time

    {"h1": "Wealth Associate Role at National Bank Financial", "p": "As a Wealth Associate at National Bank Financial, you will play a key role in supporting clients in achieving their financial goals. Your responsibilities will include managing client portfolios, providing personalized financial solutions, and collaborating with a team of specialists to meet...

  • Wealth Management Associate

    6 days ago

    London, Ontario, Canada NBC Full time

    {"h1": "Wealth Associate Role at National Bank Financial", "p": "As a Wealth Associate at National Bank Financial, you will play a key role in supporting clients in achieving their financial goals. Your responsibilities will include managing client portfolios, providing personalized financial solutions, and collaborating with a team of specialists to meet...

  • Associate Financial Advisor

    3 months ago

    London, Canada Cooperators Full time

    The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business...

  • Wealth Management Associate

    3 days ago

    London, Ontario, Canada NBC Full time

    {"h1": "Wealth Associate Role at National Bank Financial", "p": "As a Wealth Associate at National Bank Financial, you will play a key role in supporting clients in achieving their financial goals. Your responsibilities will include managing client portfolios, providing personalized financial solutions, and collaborating with a team of specialists to meet...

Associate Wealth Advisor

3 months ago

London, Canada National Bank Full time

A career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships. 

Your job:

  • Diligently and attentively support and manage your portfolio of clients.
  • Offer your clients the best solutions on the market so they can achieve their financial goals.
  • Collaborate with several specialists from different sectors of the Bank to meet all needs.
  • Build strong relationships with a wide variety of specialists who can guide you in your advisory role.

Your team:

National Bank Financial - Wealth Management is the fifth largest mutual funds brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Every day, you’ll work with these clients as well as an investment assistant or senior investment assistant. You’ll work closely with the team to attract clients and build long-lasting, trust-based relationships with each of them. Reporting to the Regional Director, you will monitor your development together to help achieve your career objectives.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

  • Completion of the Canadian Securities Course (or to be completed immediately after hiring)
  • Completion of the Conduct and Practices Handbook Course (or to be completed immediately after hiring)
  • Financial Planner or any other accreditation related to the field, an asset
  • Willingness to offer quick and efficient service to clients 
  • Knowledge of taxation, an asset
  • Recognized ability to learn software and IT systems 
  • Excellent ability to maintain business relationships through the effective use of virtual communication tools 

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
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • 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.


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
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 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