Associate Wealth Advisor

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. Responsibilities 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. 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, 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 Languages French Benefits Health and wellness program, including many options Employee Share Ownership Plan Employee and Family Assistance Program Preferential banking services Opportunities to get involved in community initiatives Virtual sleep clinic Other information 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. 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 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 Why work at National Bank? For an environment that supports your career path There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on‑the‑job learning and training, co‑development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders. For an inclusive and diverse environment We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates What can you bring to our team? Sign up to get information on what’s new for your career and our events. Complete your profile for a personalized experience and search made easy with job alerts relevant to you. #J-18808-Ljbffr