Wealth Management Associate

3 days ago

Winnipeg, Manitoba, Canada National Bank Full time
About the Role

We are seeking a highly motivated and detail-oriented Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in supporting clients throughout their life events and helping them achieve their financial goals.

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 clients' needs.
  • Build strong relationships with clients and provide exceptional customer service.
  • Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice.
About Our Team

National Bank Financial - Wealth Management is a leading provider of investment services in Canada, with a team of over 1,000 investment advisors managing assets for over 400,000 clients. We offer a dynamic and supportive work environment, with opportunities for professional growth and development.

What We Offer
  • A competitive compensation package, including a base salary and performance-based bonuses.
  • A comprehensive benefits program, including health and wellness benefits, flexible group insurance, and a generous pension plan.
  • Opportunities for professional development and career advancement.
  • A dynamic and supportive work environment, with a focus on teamwork and collaboration.
Requirements
  • Completion of the Canadian Securities Course (or equivalent).
  • Completion of the Conduct and Practices Handbook Course (or equivalent).
  • Financial planning or related accreditation (an asset).
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.

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