Strategic Financial Partnership Specialist
3 weeks ago
A career as a Wealth Associate at National Bank offers the opportunity to capitalize on your entrepreneurial spirit and make a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals and build long-term, trust-based relationships.
Job Responsibilities- Diligently and attentively manage your portfolio of clients.
- Offer clients the best solutions on the market so they can achieve their financial objectives.
- Collaborate with specialists from different sectors of the Bank to meet all client needs.
- Build strong relationships with various specialists who can guide you in your advisory role.
National Bank Financial - Wealth Management is Canada's fifth-largest mutual funds brokerage firm, with close to 1,000 investment advisors managing the assets of over 400,000 clients across about 100 branches. You will work closely with these clients and an investment assistant or senior investment assistant daily. Reporting to the Regional Director, you will monitor your development together to help achieve your career objectives.
We prioritize your quality of life by offering flexible work arrangements, including a hybrid (remote and in-office) work model, schedule adjustments to help balance work and personal life, and flexible leave that you can take when needed.
Required Skills and Qualifications- Completion of the Canadian Securities Course (or to be completed after hiring)
- Completion of the Conduct and Practices Handbook Course (or to be completed after hiring)
- Financial Planner or any other relevant accreditation, an asset
- A willingness to provide quick and efficient service to clients
- Knowledge of taxation, an asset
- Ability to learn software and IT systems
- Effective use of virtual communication tools to maintain business relationships
- A competitive compensation package
- A health and wellness program with various options
- Flexible group insurance
- An Employee Share Ownership Plan
- An Employee and Family Assistance Program
- Preferential banking services
- Opportunities to participate in community initiatives
- A telemedicine service
- A virtual sleep clinic
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas through surveys and programs, encouraging regular feedback and ongoing communication.
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