Strategic Portfolio Associate

23 hours ago


Mississauga, Ontario, Canada Banque Nationale du Canada Full time

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.
Your Team

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.
Compensation and Benefits

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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