Associate Wealth Advisor

6 months ago

Winnipeg, 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 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 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

**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.

Come live your ambitions with us

  • Wealth Advisor

    2 months ago

    Winnipeg, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Winnipeg, MB** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing...

  • Wealth Associate

    2 days ago

    Winnipeg, 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 wealth 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 superior...

  • Wealth Associate

    7 months ago

    Winnipeg, Canada National Bank of Canada 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...

  • Associate

    6 months ago

    Winnipeg, Canada Richardson Wealth Ltd Full time

    **About Us**: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our...

  • Senior Wealth Management Associate

    2 weeks ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Role OverviewWe are seeking a talented and self-directed Senior Wealth Management Associate to join our dynamic team. This role is responsible for providing proactive advice and support to clients and Investment Advisors, helping deepen existing relationships and welcome new clients to the firm.Job DescriptionIn this role, you will be responsible for...

  • Wealth Management Associate

    4 weeks ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Company OverviewRoyal Bank of Canada (RBC) is a leading investment and wealth management firm in Canada, committed to delivering trusted advice and enhancing the well-being of our clients and communities.SalaryWe offer a competitive salary, with an estimated annual compensation of $60,000 - $80,000, depending on experience. In addition to your base salary,...

  • Wealth Management Associate

    4 weeks ago

    Winnipeg, Canada National Bank of Canada Full time

    A career as an Associate in the Wealth Management team at National Bank will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Your job:Provide comprehensive...

  • Wealth Associate

    2 days ago

    Winnipeg, Manitoba, A3C, Manitoba, 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 wealth 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 superior...

  • Associate Advisor

    1 month ago

    Winnipeg, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can...

  • Regional Insurance Consultant

    6 months ago

    Winnipeg, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Regional Insurance Consultant to join our Insurance team. This role can be mostly remote, however we will on occasion require you to come onsite to our office at 105-200 Graham Avenue, Winnipeg, MB. Reporting to the SVP, Insurance the Regional Insurance Consultant is responsible for achieving the...

  • Associate Wealth Advisor

    2 days ago

    Winnipeg, 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...

  • Wealth Management Associate

    7 months ago

    Winnipeg, Canada National Bank of Canada Full time

    **Primary Locations**:Winnipeg, Manitoba**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve...

  • Associate Advisor

    4 months ago

    Winnipeg, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. The Winnipeg MB, RBC Dominion...

  • Winnipeg Regional Advisor Lead

    4 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Advisor Leader OpportunityWe are seeking a high-achieving professional to lead our team of advisors in the Winnipeg region. As an Advisor Lead, you will be responsible for guiding and mentoring our advisors to deliver exceptional client service and achieve their goals.About the RoleThis is a senior leadership position that requires strong sales management...

  • Junior Coordinator, Wealth Products

    3 weeks ago

    Winnipeg, Canada Wellington-Altus Private Wealth Inc. Full time

    **Junior Coordinator, Wealth Products** **Location**:This is an in-office position to be based out of our Winnipeg office. **Type**:This is a part-time, 6-month term position. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc.,...

  • Associate Advisor

    4 weeks ago

    Winnipeg, Canada Royal Bank of Canada Full time

    Job Summary ...

  • Wealth Management Professional

    2 days ago

    Winnipeg, Canada National Bank Full time

    At National Bank, we're looking for a Wealth Management Professional to join our team. As an Associate in our Wealth Management team, you'll have the opportunity to work in synergy with clients and colleagues to provide exceptional customer service.Your JobProvide comprehensive marketing support to enhance brand visibility and engagement.Support client...

  • Wealth Strategist

    2 days ago

    Winnipeg, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Associate Wealth Advisor

    3 months ago

    Winnipeg, Manitoba, A3C, Manitoba, 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...

  • Investment Associate

    4 months ago

    Winnipeg, Canada Wellington-Altus Private Wealth Inc. Full time

    **Investment Associate** **Location**:This in-office position will be based out of our Winnipeg office. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,...