Wealth Management Professional

3 weeks ago


Winnipeg, Manitoba, Canada NBC Full time
Job Summary

We are seeking a highly motivated and detail-oriented Wealth Management Professional to join our team at National Bank Financial – Wealth Management. As an Associate Financial Advisor, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.

Key Responsibilities
  • Manage a portfolio of clients and provide personalized financial advice and guidance.
  • Collaborate with specialists from various sectors of the Bank to meet client needs.
  • Develop and maintain strong relationships with clients and internal stakeholders.
  • Stay up-to-date with industry trends and regulatory requirements.
Requirements
  • Completion of the Canadian Securities Course (or to be completed after hiring).
  • Completion of the Conduct and Practices Handbook Course (or to be completed after hiring).
  • Financial Planner or any other accreditation related to the field, an asset.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
What We Offer
  • Competitive compensation and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • Flexible work arrangements to promote work-life balance.
How to Apply

If you are a motivated and detail-oriented individual with a passion for wealth management, please submit your application, including your resume and cover letter, to [insert contact information]. We thank all applicants for their interest; however, only those selected for an interview will be contacted.



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