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Wealth Management Associate

2 months ago

Winnipeg, Manitoba, Canada NBC Full time
Job Summary

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

Key Responsibilities
  • Client Support: Provide exceptional support to clients, understanding their financial needs and goals, and developing tailored solutions to meet their requirements.
  • Portfolio Management: Manage client portfolios, making informed investment decisions to maximize returns and minimize risk.
  • Relationship Building: Foster strong relationships with clients, understanding their needs and preferences, and delivering exceptional service to build trust and loyalty.
  • Collaboration: Work closely with cross-functional teams, including investment specialists, to provide comprehensive financial solutions to clients.
Requirements
  • Education: Completion of the Canadian Securities Course (or equivalent) and Conduct and Practices Handbook Course.
  • Experience: Previous experience in financial services, with a strong understanding of investment products and services.
  • Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Knowledge: Strong knowledge of taxation, financial planning, and investment products.
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.