Senior Wealth Associate

3 months ago

Mississauga Ontario CW, Peel region, Canada National Bank Full time

A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations.

Your job:

  • Analyze clients’ accounts to recommend business opportunities adapted to their needs.
  • Ensure administrative tasks related to account management are completed smoothly and provide outstanding customer service.
  • Develop marketing material to present the service offering for investment advisors.
  • Coordinate the organization of seminars for clients and plan content for them.
  • Take part in financial planning meetings for clients, prepare files, ensure follow-up and subsequent steps.
  • Oversee onboarding, training and coaching for new members of your team.
  • Supervise the process of onboarding new clients.
  • Work with investment advisors to develop innovative portfolio management and marketing strategies to maximize results.
  • Assist investment advisors in preparing annual business plans and monitor progress.

Your team:

You will join a team supporting 2 investment advisors located in Mississauga with a satellite office in Owen Sound and 2 Licensed Associates

National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with an investment advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

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:

  • Completed college and/or university diploma in a related field
  • Minimum of 5 years of relevant experience in portfolio management, financial planning, marketing and social media or taxation
  • Completed Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course or must be successfully completed within a year in position
  • Excellent knowledge of the Microsoft Office suite and comfortable with technology
  • Knowledge of current market trends and activity
  • Ability to offer exceptional customer service

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

  • Senior Cost Analyst

    3 weeks ago

    Mississauga, Ontario, Peel region, Canada The Mason Group - Strategic Search Partners Full time

    Are you looking to join a well-known manufacturing company in the aerospace industry? Do you have strong costing and analytical skills and enjoy working on projects and adding value to your company? Our large, global client is experiencing tremendous growth and looking to hire a Senior Cost Analyst to focus on cost analysis, budgeting, planning and...

  • Wealth Associate

    3 months ago

    Richmond Hill, Ontario, L2C, York region, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing...

  • Senior Financial Analyst

    3 weeks ago

    Mississauga, Ontario, Peel region, Canada The Mason Group - Strategic Search Partners Full time

    Are you looking for an exciting role where you can flex your analytical muscle? Do you enjoy variety and broad scope in the work you do? Do you have 3+yrs of financial analysis experience with some exposure to pricing? Our client in the Mississauga area is looking to hire a Senior Financial Analyst to support Pricing and New Business Initiatives. This is a...

  • Operations Associate, Wealth Solutions

    3 weeks ago

    Guelph, Ontario, Wellington region, Canada Skyline Group of Companies Full time

    We’re growing!! And looking for a passionate, driven and energetic candidate to join our team for the position of Operations Associate, Wealth Solutions located in Guelph, Ontario.Job DescriptionWe are searching for an organized, detail-oriented person with strong customer service skills to work closely with the entire Wealth Management team to provide...

  • Senior Advisor, Crisis Management

    3 weeks ago

    Mississauga, Ontario, C4W, Peel region, Canada Express Scripts Inc. Full time

    Operational Risk/Crisis Management is a component of the IT Project Management department responsible for risk identification and mitigation across enterprise operational and resiliency assets/resources, through collaborate partnership with leaders to ensure business groups, functional teams and departments meet all requirements necessary for End-to-End...

  • Senior Electrical Designer

    3 weeks ago

    Mississauga, Ontario, Peel region, Canada ECG Engineering Pty Ltd Full time

    ECG Engineering are leaders in the Electrical Engineering space, delivering design and project delivery services to the Mining, Utilities, Materials Handling and Industrial sectors with extensive and proven capabilities in Australia, and around the world. With offices in Perth, Brisbane, Toronto, Manila & Tanzania ECG has the capability to design and deliver...

  • Associate Finance Manager

    3 weeks ago

    Brampton, Ontario, Peel region, Canada Vaco Full time

    About the CompanyOur client is a large organization within the food services industry, and they are seeking an Associate Finance Manger to join their team!Why Work Here? Work within a dynamic, highly energetic and passionate team!Outstanding corporate culture and great perksAutonomous work environment with a supportive managerAbout the Opportunity Lead...

  • Registered Practical Nurse

    3 weeks ago

    Mississauga, Ontario, C4W, Peel region, Canada VON Canada Full time

    Requisition Details:\u00A0\u00A0Employment Status: Regular, Full-time (1.0 FTE)Program Name: Visiting NursingNumber of Hours Bi-Weekly: 75Work Schedule: Days, Evenings, WeekendsUnion/Bargaining Unit: LiUNAOn Call: NoExisting Vacancy: Yes - we're currently hiring candidates for an existing vacancy in this position.\u00A0Applications from current members...

  • Director Service and Delivery

    3 months ago

    Mississauga, Ontario, C4W, Peel region, Canada Gate Gourmet Canada Full time

    We’re looking for motivated, engaged people to help make everyone’s journeys better.Reporting into the General Manager or the General Manager Operations. The Director leads the Service Delivery department with overall financial, operational and compliance accountability.Main Duties and Responsibilities:Overall leadership of Service Delivery department...

  • Registered Nurse

    3 weeks ago

    Mississauga, Ontario, C4W, Peel region, Canada VON Canada Full time

    Requisition Details:\u00A0\u00A0Employment Status: Permanent, Full-time (1.0 FTE)Program Name: Visiting NursingNumber of Hours Bi-Weekly: 75Work Schedule: Days, Evenings, Nights, WeekendsOn Call: YesExisting Vacancy: Yes - we're currently hiring candidates for an existing vacancy in this position.\u00A0\u00A0Our Visiting nurses provide client care in the...

  • Senior HR Business Partner

    3 weeks ago

    Brampton, Ontario, Peel region, Canada Skjodt-Barrett Foods Full time

    Who we areSkjodt-Barrett is a world-class manufacturer of food solutions and custom ingredients for North America's most beloved and trusted brands. We take pride in working closely with our customers to understand their unique needs and create innovative, individualized solutions that deliver joy to their customers.Who we needReporting to the Chief...

  • Senior Server Infrastructure Specialist

    3 weeks ago

    Brampton, Ontario, Peel region, Canada Buchanan Technologies Full time

    Senior Server Infrastructure SpecialistJob Type: Permanent, full-timeBase Annual Salary: up to $115,000.00 plus highly competitive benefitsBrampton, ONAre you an ambitious and highly motivated senior specialist in server infrastructure with experience in Windows, Linux and Exchange infrastructure solutions? Are you looking to make the next step in your...

  • Associate Brand Manager

    3 weeks ago

    Brampton, Ontario, Peel region, Canada Maple Lodge Farms Full time

    Interested in joining Canada’s largest poultry processor? At Maple Lodge Farms, we’re not only passionate about our chickens, but our people, too. We operate to the latest in technological, health and safety, and quality standards. With rapid expansion over the years, and continued innovation and investment in growth, we’re looking for committed, team...

  • Procurement Specialist

    2 weeks ago

    Mississauga, Ontario, Peel region, Canada Skilled Trades Ontario Métiers spécialisés Ontario Full time

    Position Title: Procurement specialistPosition Type: Permanent Full-timeLocation: Mississauga, ONJob Band: 9Salary Range: $35.98 - $42.99/hourHours of work: 36.25 hr/weekReporting to: Manager, ProcurementThis posting is applicable to: Internal/External ApplicantsSkilled Trades Ontario (STO) is a Crown agency responsible for skilled trades certification in...

  • Associate Buyer

    3 weeks ago

    Brampton, Ontario, C6S, Peel region, Canada Loblaw Companies Ltd - Head Office Full time

    Referred applicants should not apply directly to this role.All referred applicants must first be submitted through Workday by a current Loblaw Colleague.Come make your difference in communities across Canada, where authenticity, trust and making connections is valued - as we shape the future of Canadian retail, together. Our unique position as one of the...

  • Associate Creative Director

    3 weeks ago

    Brampton, Ontario, C6S, Peel region, Canada Loblaw Companies Ltd - Head Office Full time

    Referred applicants should not apply directly to this role.All referred applicants must first be submitted through Workday by a current Loblaw Colleague.Come make your difference in communities across Canada, where authenticity, trust and making connections is valued - as we shape the future of Canadian retail, together. Our unique position as one of the...

  • Associate Buyer

    3 weeks ago

    Brampton, Ontario, C6S, Peel region, Canada Loblaw Companies Ltd - Head Office Full time

    Les candidats référés ne doivent pas postuler directement pour ce poste. Toutes les références de candidats doivent d’abord être soumises dans Workday par un collègue de Loblaw actuel.L’utilisation du masculin à pour but d’alléger le texteVenez faire votre différence dans les communautés à travers le Canada, où l'authenticité, la...

  • Associate Creative Director

    3 weeks ago

    Brampton, Ontario, C6S, Peel region, Canada Loblaw Companies Ltd - Head Office Full time

    Les candidats référés ne doivent pas postuler directement pour ce poste. Toutes les références de candidats doivent d’abord être soumises dans Workday par un collègue de Loblaw actuel.L’utilisation du masculin à pour but d’alléger le texteVenez faire votre différence dans les communautés à travers le Canada, où l'authenticité, la...

  • Senior Project Associate

    3 weeks ago

    Dundas, Ontario, Hamilton region, Canada Edison Engineers Full time

    We are seeking a talented and motivated Senior Project Associate to join our growing Building Envelope team! Edison Engineers specializes in the repair, restoration, and improvement of building envelopes, providing communication-focused professional engineering and project management services to our clients.As a Building Envelope Project Associate, you will...

  • Retail Implementation Specialist

    3 weeks ago

    Mississauga, Ontario, Peel region, Canada The Central Group Full time

    Central is an industry leader in performance-driven marketing-at-retail solutions; specializing in both packaging and point-of-purchase (POP) display with clients across North America. Our dynamic company offers employees a collaborative, client-focused and business casual workplace with excellent benefits, and a unique supportive family culture.If you...