Associate Wealth Advisor

2 weeks ago

Quebec, Canada National Bank of Canada Full time

Join to apply for the Associate Wealth Advisor role at National Bank of Canada A career as a Wealth Associate empowers you to capitalize on your entrepreneurial spirit and make a direct impact on clients. In this role, you will support clients throughout all life events to help them achieve their financial goals and build long‑term, trust‑based relationships, primarily within the Ampleman team. Responsibilities Support and manage your portfolio of clients with diligence and attention. Offer clients best‑in‑market solutions to achieve their financial goals. Collaborate with specialists across the Bank to meet all client needs. Build strong relationships with a wide variety of specialists to guide you in your advisory role. Team Overview National Bank Financial – Wealth Management is the fifth largest mutual fund brokerage firm in Canada, managing the assets of more than 400,000 clients across approximately 100 branches. You will work closely with investment advisors, assistants, and the Regional Director to attract clients and build lasting, trust‑based relationships. Reporting to the Regional Director, you will monitor your development together to help achieve your career objectives. Prerequisites Completion of the Canadian Securities Course (or to be completed after hiring). Completion of the Conduct and Practices Handbook Course (or to be completed after hiring). Financial Planner or any other accreditation related to the field (asset). Willingness to offer quick and efficient service to clients. Knowledge of taxation (asset). Recognized ability to learn software and IT systems. Excellent ability to maintain business relationships through effective use of virtual communication tools. Benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to 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. We welcome all candidates and provide a barrier‑free workplace accessible to everyone. If you require accommodation, let us know during your first conversations. Additional required languages: French. Seniority Level Mid‑Senior level Employment Type Full‑time Job Function Finance and Sales Industry Banking Referrals increase your chances of interviewing at National Bank of Canada by 2x. Location Saint‑Anselme, Quebec, Canada Posted 2 weeks ago. #J-18808-Ljbffr

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