Senior Wealth Associate
3 weeks ago
As a Senior Wealth Associate at National Bank, you will play a key role in helping clients achieve their financial goals. Your primary responsibility will be to work closely with investment advisors to provide exceptional customer service and ensure smooth branch operations.
Key responsibilities include:
- Analyzing clients' accounts to identify business opportunities and provide personalized recommendations.
- Completing administrative tasks related to account management and delivering outstanding customer service.
- Developing marketing materials to promote investment advisors' services.
- Coordinating seminars for clients and creating engaging content.
- Participating in financial planning meetings, preparing files, and ensuring follow-up and subsequent steps.
- Overseeing onboarding, training, and coaching for new team members.
- Managing the onboarding process for new clients.
- Collaborating with investment advisors to develop innovative portfolio management and marketing strategies.
- Assisting investment advisors in preparing annual business plans and monitoring progress.
You will be part of a dynamic team supporting 1 Wealth Advisor and 1 Senior Wealth Associate located in Oakville, Ontario. National Bank Financial - Wealth Management is a leading investment dealer in Canada, with close to 1,000 investment advisors managing assets for over 400,000 clients across 100 branches.
We offer a hybrid work model, flexible work arrangements, and a range of benefits to support your well-being and work-life balance. Prerequisites include a college or university diploma in a related field, a minimum of 5 years of relevant experience, and completion of the Canadian Securities Course and Conduct and Practices Handbook Course.
We're committed to creating a positive employee experience and fostering a culture of inclusivity and empowerment. If you're passionate about delivering exceptional customer service and contributing to the success of our clients, we encourage you to apply.
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