Financial Services Professional

2 months ago

Mississauga, Ontario, Canada Banque Nationale du Canada Full time
Senior Wealth Associate

A career as a Senior Wealth Associate at Banque Nationale du Canada is a job where you can showcase your ability to work in synergy with clients and colleagues.

Key Responsibilities
  • Analyze clients' accounts to recommend business opportunities adapted to their needs.
  • Ensure administrative tasks related to account management are completed smoothly and provide outstanding customer service.
  • Coordinate the organization of seminars for clients and plan content for them.
  • Take part in financial planning meetings for clients, prepare files, ensure follow-up and subsequent steps.
  • Oversee onboarding, training and coaching for new members of your team.
About the Team

You will join a team supporting 2 investment advisors located in Mississauga with a satellite office in Owen Sound and 2 Licensed Associates.

We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches.

What We Offer

We want to contribute to your quality of life by offering you as much flexibility as possible in your work.

We offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Completed college and/or university diploma in a related field is required.

Minimum of 5 years of relevant experience in portfolio management, financial planning, marketing and social media or taxation is required.

Excellent knowledge of the Microsoft Office suite and comfortable with technology is required.

Benefits

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.

Flexible group insurance.

Generous pension plan.

Opportunities to get involved in community initiatives.

Virtual sleep clinic.

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.

This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

We foster inclusion in an environment where each person's unique qualities, whether visible or invisible, are celebrated and valued.

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