Senior Wealth Associate

3 weeks ago


Oakville, Ontario, Canada National Bank Full time

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.



  • Oakville, Ontario, Canada National Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Wealth Associate to join our team at National Bank. As a key member of our wealth management team, you will be responsible for providing exceptional customer service and ensuring smooth branch operations.Key ResponsibilitiesAnalyze clients' accounts to recommend business opportunities tailored to their...


  • Oakville, Ontario, Canada National Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Wealth Associate to join our team at National Bank. As a Senior Wealth Associate, you will be responsible for providing exceptional customer service and working closely with investment advisors to ensure smooth branch operations.Key ResponsibilitiesAnalyze clients' accounts to recommend business opportunities...


  • Oakville, Ontario, Canada Banque Nationale du Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Wealth Associate to join our team at Banque Nationale du Canada. As a key member of our wealth management team, you will be responsible for providing exceptional client service and working closely with investment advisors to ensure smooth branch operations.Key ResponsibilitiesAnalyze clients'...

  • Wealth Associate

    1 month ago


    Oakville, Ontario, Canada National Bank Full time

    Job Summary:As a Wealth Associate at National Bank, you will play a vital role in supporting wealth advisors in providing exceptional customer service to clients. Your primary responsibility will be to assist in managing client relationships, ensuring seamless communication, and delivering tailored solutions to meet their financial needs.Key...


  • Oakville, Ontario, Canada National Bank Full time

    About the Role:We are seeking a highly skilled Senior Wealth Associate to join our team at National Bank Financial - Wealth Management. As a key member of our team, you will work closely with investment advisors to provide exceptional customer service and support the smooth operation of our branches.Key Responsibilities:Develop and implement personalized...


  • Oakville, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is a leading full-service investment and wealth management firm in Canada. We are seeking a skilled and motivated individual to join our team as a Wealth Management Associate.This role offers an exciting opportunity to work with a dynamic and progressive team, providing exceptional service and support to our clients and...


  • Oakville, Ontario, Canada Banque Nationale du Canada Full time

    Unlock Your Potential as a Senior Wealth Associate at Banque Nationale du CanadaAre you a seasoned professional looking to take your career to the next level? Do you have a passion for working with clients and colleagues to drive business growth? We're seeking a highly skilled Senior Wealth Associate to join our team at Banque Nationale du Canada.Key...


  • Oakville, Ontario, Canada Banque Nationale du Canada Full time

    Unlock Your Potential as a Senior Wealth AssociateA dynamic opportunity awaits at Banque Nationale du Canada, where you can thrive in a collaborative environment and leverage your skills to deliver exceptional client experiences.About the Role:This senior-level position involves working closely with investment advisors to provide seamless service and branch...


  • Oakville, Ontario, Canada Scotiabank Full time

    Unlock Your Potential in a Dynamic Wealth Management RoleWe are seeking an experienced Senior Wealth Planning Professional to join our team at ScotiaMcLeod. This is an exciting opportunity to contribute to the success of our clients and grow your career in a collaborative and dynamic environment.About ScotiaMcLeodScotiaMcLeod is a cornerstone business within...


  • Oakville, Ontario, Canada Scotiabank Full time

    Role Overview:The Senior Financial Planning Associate at ScotiaMcLeod is responsible for providing comprehensive financial planning services to clients while working closely with Wealth Advisors. This role entails developing and executing financial plans, identifying growth opportunities, and contributing to the Advisor's business development.Key...


  • Oakville, Ontario, Canada Scotiabank Full time

    At ScotiaMcLeod, we're seeking a skilled Senior Financial Planning Associate to join our team. As a cornerstone business within Scotia Wealth Management, we've earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their...


  • Oakville, Ontario, Canada Scotiabank Full time

    At ScotiaMcLeod, we're seeking a highly skilled Senior Financial Planning Associate to join our team. As a cornerstone business within Scotia Wealth Management, we've earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing...


  • Oakville, Ontario, Canada Scotiabank Full time

    Role Summary:The ScotiaMcLeod Senior Financial Planning Associate is responsible for providing financial planning services that are closely integrated with wealth management. The role supports the Wealth Advisor team in creating and developing comprehensive wealth strategies for clients, including the preparation and delivery of personal financial plans....


  • Oakville, Ontario, Canada Nour Private Wealth Inc. Full time

    About Nour Private Wealth Inc.Nour Private Wealth Inc. is a leading investment company that offers a range of financial services to its clients.Job SummaryWe are seeking a highly skilled and experienced Human Resources Manager to join our team. The successful candidate will be responsible for overseeing the HR function and ensuring that it aligns with the...


  • Oakville, Ontario, Canada Company 1 - The Manufacturers Life Insurance Company Full time

    About the RoleAs a Wealth and Retirement Advisor at Manulife, you will be a senior member of a team delivering wealth and retirement advice to clients across the wealth spectrum. You will lead relationship management and financial planning for your clients, helping them create financial plans based on their wealth and retirement goals and set up solutions to...


  • Oakville, Ontario, Canada Meridian Full time

    Job DescriptionWealth Management Executive LeadThis role is accountable for leading a team of Financial Planners to achieve established sales targets and operational goals.Key Responsibilities:Manage a team of Financial Planners by establishing practice management standards, conducting performance reviews, and providing coaching for success in sales and...


  • Oakville, Ontario, Canada Nour Private Wealth Inc. Full time

    Job SummaryNour Private Wealth Inc. is seeking a skilled Human Resources Manager to join our team. The successful candidate will be responsible for leading the HR department, ensuring compliance with laws and regulations, and implementing policies and procedures.Main ResponsibilitiesAdminister staff consultation and grievance proceduresCoordinate HR...


  • Oakville, Ontario, Canada Nour Private Wealth Inc. Full time

    Nour Private Wealth Inc. is a dynamic and rapidly growing investment company seeking an exceptional Strategic Human Resources Director to lead our HR department.About the RoleWe are offering a competitive salary of $85,000 - $110,000 per year, depending on experience, to oversee all aspects of human resources management. This role will be responsible for...


  • Oakville, Ontario, Canada Nour Private Wealth Inc. Full time

    Job Title: Human Resources ManagerNour Private Wealth Inc. is seeking a highly skilled Human Resources Manager to join our team. As a key member of our HR department, you will be responsible for administering staff consultation and grievance procedures, coordinating HR activities, and ensuring compliance with laws and regulations.Key...


  • Oakville, Ontario, Canada Nour Private Wealth Inc. Full time

    Job Title: Human Resources ManagerNour Private Wealth Inc. is seeking a highly skilled Human Resources Manager to join our team. As a key member of our organization, you will be responsible for overseeing the HR department and ensuring that all activities meet the organization's goals.Key Responsibilities:Administer staff consultation and grievance...