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Financial Portfolio Manager Lead

1 month ago

Oakville, Ontario, Canada National Bank Full time
Senior Wealth Associate Job Description

At National Bank, we are seeking a Financial Portfolio Manager Lead to join our team in Oakville, Ontario. As a key member of our Wealth Management department, you will be responsible for leading the development and implementation of financial portfolio strategies.

**Job Overview**
We offer a competitive salary range of $90,000 - $110,000 per year, depending on experience, plus a comprehensive benefits package and opportunities for professional growth and development.

**Key Responsibilities**
• Analyze clients' accounts to recommend business opportunities adapted to their needs.
    • Ensure administrative tasks related to account management are completed smoothly and provide outstanding customer service.
    • Develop marketing material to present the service offering for investment advisors.
    • Coordinate the organization of seminars for clients and plan content for them.
    • Take part in financial planning meetings for clients, prepare files, ensure follow-up and subsequent steps.
    • Oversee onboarding, training and coaching for new members of your team.
    • Supervise the process of onboarding new clients.
    • Work with investment advisors to develop innovative portfolio management and marketing strategies to maximize results.
    • Assist investment advisors in preparing annual business plans and monitor progress.

**Your Team**
You will join a team supporting 1 Wealth Advisor and 1 Senior Wealth Associate located in Oakville, Ontario. Our team is dedicated to providing exceptional client service and working closely with investment advisors to deliver customized solutions.

**What We Offer**
We offer a hybrid work model, flexible scheduling, and a comprehensive benefits package that includes health and wellness programs, flexible group insurance, pension plans, employee share ownership plans, employee and family assistance programs, preferential banking services, and opportunities to get involved in community initiatives.

**Required Skills and Qualifications**
• 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
    • Strong analytical and problem-solving skills
    • Excellent communication and interpersonal skills

**Benefits**
In addition to our competitive salary and benefits package, we offer a range of perks and incentives to support your well-being and career growth, including telemedicine services, virtual sleep clinics, and opportunities to participate in community initiatives.