Wealth Advisory Expert
2 days ago
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.
Our TeamNational 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.
Your JobAs a Wealth Associate at National Bank, you will support clients during all their life events to help them achieve their financial goals. You will build long-term, trust-based relationships and collaborate with several specialists from different sectors of the Bank to meet all needs.
You'll work closely with the team to attract clients and build lasting relationships with each of them. Reporting to the Regional Director, you will monitor your development together to help achieve your career objectives.
Salary and BenefitsThe estimated annual salary for this position is $60,000 to $80,000 based on industry standards and qualifications. In addition to competitive compensation, upon hiring, you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
These benefits include:
- Health and wellness program, including many options
- Flexible group insurance
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- Telemedicine service
- Virtual sleep clinic
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas, whether through surveys or programs, regular feedback and ongoing communication is encouraged.
Required Skills and QualificationsTo succeed in this role, you will need:
- 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
We are committed to fostering a barrier-free workplace that is accessible to all employees. If you require accommodation, we encourage you to let us know during your conversations with us. We welcome all candidates who can bring their unique perspectives and skills to our team.
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