Strategic Portfolio Associate
23 hours ago
A career at Banque Nationale du Canada offers a unique opportunity to work in synergy with clients and colleagues, showcasing your ability to analyze and recommend business opportunities tailored to their needs.
Job Responsibilities- Analyze clients' accounts to identify potential business opportunities and provide personalized recommendations.
- Ensure seamless account management by completing administrative tasks efficiently and delivering exceptional customer service.
- Coordinate seminars for clients, planning engaging content that meets their interests.
- Participate in financial planning meetings, prepare files, and ensure follow-up on client progress.
- Oversight of onboarding, training, and coaching for new team members.
You will join a collaborative team supporting 2 investment advisors based in Mississauga, with a satellite office in Owen Sound, and 2 Licensed Associates.
We prioritize flexibility to enhance your quality of life, offering a hybrid work model, flexible schedules, and generous leave arrangements.
Prerequisites- College or university diploma in a related field.
- Minimum 5 years of experience in portfolio management, financial planning, marketing, social media, or taxation.
- Excellent Microsoft Office skills and comfort with technology.
- Competitive compensation, including flexible benefits promoting overall well-being and family care.
- Flexible group insurance and a generous pension plan.
- Opportunities for community involvement and professional growth through on-the-job learning, co-development, and mentorship.
In accordance with the market and location, we offer a salary range of approximately $80,000 - $110,000 per year, depending on qualifications and experience.
Above-average benefits package includes comprehensive health insurance, generous retirement plans, and ongoing education and development opportunities.
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