Associate Financial Adviser
3 weeks ago
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.
Collaborate with several specialists from different sectors of the Bank to meet all needs.
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. 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.
Financial Planner or any other accreditation related to the field, an asset
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
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.
* Flexible group insurance
* Employee and Family Assistance Program
* Preferential banking services
* Opportunities to get involved in community initiatives
* Virtual sleep clinic
Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.
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