Wealth Associate

2 months ago

Winnipeg, Manitoba, Canada National Bank Full time
About the Role

We are seeking a highly motivated and experienced Senior Wealth Management Advisor to join our team at National Bank. As a key member of our Wealth Management division, you will be responsible for providing exceptional client service and building long-term relationships with our clients.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with our clients, understanding their financial goals and objectives, and providing tailored advice and solutions to meet their needs.
  • Portfolio Management: Manage client portfolios, making investment recommendations and implementing strategies to achieve their financial goals.
  • Collaboration and Communication: Work closely with our investment team, other specialists, and clients to provide comprehensive financial solutions and exceptional client service.
  • Business Development: Identify new business opportunities and develop strategies to grow our client base and increase revenue.
Requirements
  • Education and Certifications: Completion of the Canadian Securities Course (or equivalent) and Conduct and Practices Handbook Course (or equivalent).
  • Experience: Minimum 2 years of experience in wealth management or a related field.
  • Skills: Strong communication and interpersonal skills, ability to work in a team environment, and proficiency in financial software and systems.
What We Offer
  • Competitive Compensation: A competitive salary and bonus structure.
  • Benefits: A comprehensive benefits package, including health and wellness programs, flexible group insurance, and employee assistance programs.
  • Professional Development: Opportunities for professional growth and development, including training and mentorship programs.
Language:

English

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