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Experienced Wealth Management Associate
2 months ago
Position Overview:
The role of a Senior Wealth Associate at National Bank is an opportunity to demonstrate your expertise in collaborating with clients and colleagues. You will partner closely with investment advisors to deliver exceptional service and ensure efficient branch operations.
Key Responsibilities:
- Evaluate client accounts to identify tailored business opportunities.
- Oversee administrative duties related to account management while providing exemplary customer service.
- Create marketing materials to effectively communicate the service offerings of investment advisors.
- Organize client seminars and develop relevant content.
- Participate in client financial planning meetings, prepare necessary documentation, and ensure follow-up actions are taken.
- Lead the onboarding, training, and mentorship of new team members.
- Manage the onboarding process for new clients.
- Collaborate with investment advisors to formulate innovative portfolio management and marketing strategies aimed at optimizing outcomes.
- Assist investment advisors in crafting annual business plans and tracking their implementation.
Your Team:
You will be part of National Bank Financial – Wealth Management, the fifth largest investment dealer in Canada, with nearly 1,000 investment advisors serving over 400,000 clients across approximately 100 branches. Reporting to the regional manager, your collaboration with an investment advisor will be crucial in delivering an outstanding client experience. Success in this role hinges on teamwork and partnership.
Work Environment:
We prioritize your work-life balance by offering a flexible work model that includes both remote and in-office options, as well as adaptable work schedules and leave policies that cater to your personal needs.
Qualifications:
- Completion of a college or university diploma in a relevant field.
- A minimum of 5 years of experience in portfolio management, financial planning, marketing, or taxation.
- Completion of the Canadian Securities Course (CSC) and/or the Conduct and Practices Handbook Course, or the requirement to complete these within the first year of employment.
- Proficient in Microsoft Office and comfortable with technology.
- Awareness of current market trends and activities.
- Strong customer service orientation.
Skills:
- Accountability
- Client-focused
- Effective Communication
- Detail-oriented
- Diversity & Inclusion
- Results-driven
- Emotional Intelligence
- Empathy
- Humility
- Initiative
- Learning Agility
- Multitasking
- Perseverance
- Resilience
- Teamwork
Benefits:
In addition to competitive compensation, you will have access to a variety of flexible benefits designed to enhance your well-being and that of your family, including:
- Health and wellness programs with numerous options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities for community involvement
- Telemedicine services
- Virtual sleep clinic
Our dynamic work environment and advanced collaboration tools promote a positive employee experience, and we actively seek and value employee feedback.
Our Commitment:
At National Bank, we pride ourselves on being a bank that values human connections, courage, and an entrepreneurial spirit. Our mission is to positively impact the lives of individuals. We are committed to inclusivity and strive to create an accessible workplace for all employees. If you require accommodations during the recruitment process, please inform us during your initial conversations.
