Senior Wealth Associate
6 hours ago
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 customer service and ensuring smooth branch operations.
Key Responsibilities:- Analyze clients' accounts to recommend business opportunities tailored to their needs.
- Ensure administrative tasks related to account management are completed efficiently and provide outstanding customer service.
- Develop marketing materials to present the service offering for investment advisors.
- Coordinate the organization of seminars for clients and plan engaging content.
- Participate in financial planning meetings for clients, 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 to maximize results.
- Assist investment advisors in preparing annual business plans and monitor progress.
You will join a dynamic team supporting 1 Wealth Advisor and 1 Senior Wealth Associate located in Oakville, Ontario. National Bank Financial – Wealth Management is a leading investment dealer in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients in about 100 branches.
What We Offer:We are committed to providing a positive employee experience and offer a range of benefits to support your wellbeing and that of your family. These include a hybrid work model, flexible work arrangements, and a comprehensive benefits package.
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.
English
Skills:Accountability, Client-focused, Communication, Detail-oriented, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Multitasking, Perseverent, Resiliency, Teamwork
Your Benefits:We offer a comprehensive benefits package, including health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan.
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