Senior Wealth Associate

3 weeks ago

Oakville, Ontario, Canada National Bank Full time
Job Title: Senior Wealth Associate

At National Bank, we are seeking a highly skilled and experienced Senior Wealth Associate to join our team. As a Senior Wealth Associate, you will play a key role in providing exceptional client service and supporting the growth of our wealth management business.

Key Responsibilities:
  • Analyze clients' accounts to identify business opportunities and provide tailored recommendations.
  • Ensure seamless account management and provide outstanding customer service.
  • Develop marketing materials to promote our investment advisory services.
  • Coordinate seminars and plan content to engage clients and promote our services.
  • Participate in financial planning meetings, prepare files, and ensure follow-up and subsequent steps.
  • Oversee onboarding, training, and coaching for new team members.
  • Supervise the onboarding process for new clients.
  • Collaborate with investment advisors to develop innovative portfolio management and marketing strategies.
  • Assist investment advisors in preparing annual business plans and monitor progress.
About the Team:

You will join a dynamic team supporting a Wealth Advisor and a Senior Wealth Associate in Oakville, Ontario. National Bank Financial – Wealth Management is a leading investment dealer in Canada, with a strong presence in over 100 branches.

Requirements:
  • Completed college and/or university diploma in a related field.
  • Minimum of 5 years of relevant experience in portfolio management, financial planning, marketing, and social media or taxation.
  • Completed Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course or must be successfully completed within a year in position.
  • Excellent knowledge of the Microsoft Office suite and comfortable with technology.
  • Knowledge of current market trends and activity.
  • Ability to offer exceptional customer service.
What We Offer:

In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to promote your wellbeing and that of your family. These include health and wellness programs, flexible group insurance, a generous pension plan, employee share ownership plan, employee and family assistance program, preferential banking services, opportunities to get involved in community initiatives, telemedicine service, and virtual sleep clinic.

About Us:

National Bank is 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 want to offer an accessible, barrier-free workplace to all employees and welcome all candidates who share our values and are passionate about delivering exceptional client service.

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