Wealth Management Associate

2 weeks ago

Vald'Or, Quebec, Canada NBC Full time
About the Role

We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a Wealth Management Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.

Key Responsibilities
  • Client Support: Diligently and attentively support and manage your portfolio of clients, providing them with expert advice and guidance to help them achieve their financial objectives.
  • Financial Planning: Offer clients the best solutions on the market, collaborating with specialists from different sectors to meet all their needs.
  • Relationship Building: Build strong relationships with a wide variety of specialists who can guide you in your advisory role, ensuring seamless communication and collaboration.
  • Team Collaboration: Work closely with the team to attract clients and build long-lasting, trust-based relationships with each of them.
What We Offer
  • Competitive Compensation: Enjoy a competitive salary and benefits package, including a hybrid work model, flexible work arrangements, and a comprehensive benefits program.
  • Professional Development: Take advantage of ongoing training and development opportunities to enhance your skills and knowledge in wealth management.
  • Collaborative Environment: Work in a dynamic and inclusive environment that fosters a positive employee experience, with regular feedback and communication encouraged.
Requirements
  • Education: Completion of the Canadian Securities Course (or to be completed after hiring)
  • Experience: Previous experience in financial services or a related field, with a strong understanding of taxation and financial planning principles.
  • Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

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