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Senior Wealth Associate

2 months ago

Oakville, Ontario, Canada National Bank Full time
About the Role

We are seeking a highly skilled and experienced Senior Wealth Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a critical role in providing exceptional client service and support to our investment advisors.

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 service offerings to investment advisors.
  • 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. Our team is dedicated to providing exceptional client service and support to our investment advisors.

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 program, including many options.
  • Flexible group insurance.
  • Generous pension plan.
  • Employee Share Ownership Plan.
  • Employee and Family Assistance Program.
  • Preferential banking services.
  • Opportunities to get involved in community initiatives.
  • Telemedicine service.
  • Virtual sleep clinic.
Our Culture

We are 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.