Wealth Management Associate
1 month ago
A career as a Wealth Associate at National Bank is a job that allows you to capitalize on your entrepreneurial spirit and have 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 you will build long-term, trust-based relationships.
Your Responsibilities- Diligently and attentively support and manage your portfolio of clients.
- Offer your clients the best solutions on the market so they can achieve their financial goals.
- Collaborate with several specialists from different sectors of the Bank to meet all needs.
- Build strong relationships with a wide variety of specialists who can guide you in your advisory role.
National Bank Financial - Wealth Management is the fifth largest mutual funds brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Every day, you'll work with these clients as well as an investment assistant or senior investment assistant. You'll work closely with the team to attract clients and build long-lasting, trust-based relationships with each of them.
What We Offer- A hybrid (remote and in the office) work model to help you achieve work/life balance.
- Flexible leave that you can take when it's important to you.
- A wide range of flexible benefits to help promote your wellbeing and that of your family.
- 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 accreditation related to the field, an asset.
- Willingness to offer quick and efficient service to clients.
- Knowledge of taxation, an asset.
- Recognized ability to learn software and IT systems.
- Excellent ability to maintain business relationships through the effective use of virtual communication tools.
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Wealth Management Associate
2 weeks ago
Winnipeg, Manitoba, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Management Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesSupport clients in managing...
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Wealth Management Associate
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Wealth Management Associate
1 month ago
Winnipeg, Manitoba, Canada Banque Nationale du Canada Full timeUnlock Your Potential as a Wealth Associate at Banque Nationale du CanadaA career as a Wealth Associate at Banque Nationale du Canada offers a unique opportunity to leverage your entrepreneurial spirit and make a meaningful impact on clients' lives. In this role, you will provide exceptional support to clients throughout their life events, helping them...
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Wealth Management Associate
2 weeks ago
Winnipeg, Manitoba, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesManage a portfolio of clients and provide...
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Wealth Management Associate
2 months ago
Winnipeg, Manitoba, Canada National Bank Full timeAbout the RoleWe 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 financial journey, helping them achieve their goals and build long-term relationships.Key ResponsibilitiesManage a portfolio of clients, providing...
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Wealth Management Associate
2 months ago
Winnipeg, Manitoba, Canada National Bank Full timeAbout the RoleWe 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 financial journey, helping them achieve their goals and build long-term relationships.Key ResponsibilitiesManage a portfolio of clients, providing...
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Wealth Management Associate
3 weeks ago
Winnipeg, Manitoba, Canada NBC Full timeUnlock Your Potential as a Wealth AssociateAt National Bank Financial – Wealth Management, we're committed to helping our clients achieve their financial goals. As a Wealth Associate, you'll play a vital role in supporting clients throughout their life events, building long-term relationships, and delivering exceptional service.Your Key...
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Wealth Management Associate
3 weeks ago
Winnipeg, Manitoba, Canada NBC Full timeUnlock Your Potential as a Wealth AssociateAt National Bank Financial – Wealth Management, we're committed to helping our clients achieve their financial goals. As a Wealth Associate, you'll play a vital role in supporting clients throughout their life events, building long-term relationships, and delivering exceptional service.Your Key...
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Wealth Management Associate
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Winnipeg, Manitoba, Canada NBC Full timeUnlock Your Potential as a Wealth AssociateAt National Bank Financial – Wealth Management, we're committed to helping our clients achieve their financial goals. As a Wealth Associate, you'll play a vital role in supporting clients throughout their life events, building long-term relationships, and delivering exceptional service.Your Key...
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Wealth Management Associate
4 weeks ago
Winnipeg, Manitoba, Canada NBC Full timeUnlock Your Potential as a Wealth AssociateAt National Bank Financial – Wealth Management, we're committed to helping our clients achieve their financial goals. As a Wealth Associate, you'll play a vital role in supporting clients throughout their life events, building long-term relationships, and delivering exceptional service.Your Key...
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Winnipeg, Manitoba, Canada NBC Full timeUnlock Your Potential as a Wealth AssociateAt National Bank Financial – Wealth Management, we're committed to helping our clients achieve their financial goals. As a Wealth Associate, you'll play a vital role in supporting clients throughout their life events, building long-term relationships, and delivering exceptional service.Your Key...
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Winnipeg, Manitoba, Canada NBC Full timeUnlock Your Potential as a Wealth AssociateAt National Bank Financial – Wealth Management, we're committed to helping our clients achieve their financial goals. As a Wealth Associate, you'll play a vital role in supporting clients throughout their life events, building long-term relationships, and delivering exceptional service.Your Key...
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Winnipeg, Manitoba, Canada NBC Full timeUnlock Your Potential as a Wealth AssociateAt National Bank Financial – Wealth Management, we're committed to helping our clients achieve their financial goals. As a Wealth Associate, you'll play a vital role in supporting clients throughout their life events, building long-term relationships, and delivering exceptional service.Your Key...
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Wealth Management Associate
4 weeks ago
Winnipeg, Manitoba, Canada NBC Full timeUnlock Your Potential as a Wealth AssociateAt National Bank Financial – Wealth Management, we're committed to helping our clients achieve their financial goals. As a Wealth Associate, you'll play a vital role in supporting clients throughout their life events, building long-term relationships, and delivering exceptional service.Your Key...
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Wealth Management Associate
1 month ago
Winnipeg, Manitoba, Canada National Bank Full timeAbout the RoleWe 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 ResponsibilitiesManage a portfolio of clients and provide personalized financial advice...
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Wealth Management Associate
1 month ago
Winnipeg, Manitoba, Canada National Bank Full timeAbout the RoleWe 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 ResponsibilitiesManage a portfolio of clients and provide personalized financial advice...
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Wealth Management Associate
2 months ago
Winnipeg, Manitoba, Canada Banque Nationale du Canada Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Banque Nationale du Canada. As a Wealth Management Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesClient Support: Provide exceptional support...
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Wealth Management Associate
2 months ago
Winnipeg, Manitoba, Canada Banque Nationale du Canada Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Banque Nationale du Canada. As a Wealth Management Associate, you will play a key role in supporting clients in achieving their financial goals and building long-term relationships.Key ResponsibilitiesClient Support: Provide exceptional support...
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Wealth Associate
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Winnipeg, Manitoba, Canada National Bank Full timeAbout the RoleWe 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 financial journey, helping them achieve their goals and build long-term relationships.Key ResponsibilitiesManage a portfolio of clients, providing...
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Wealth Associate
3 weeks ago
Winnipeg, Manitoba, Canada National Bank Full timeAbout the RoleWe 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 financial journey, helping them achieve their goals and build long-term relationships.Key ResponsibilitiesManage a portfolio of clients, providing...
