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Senior Wealth Associate

2 weeks ago

Oakville, Ontario, Canada National Bank Full time

**About National Bank**

National Bank Financial - Wealth Management is a leading investment dealer in Canada, with a strong presence in over 100 branches and a team of close to 1,000 investment advisors. We pride ourselves on our commitment to delivering exceptional client experiences and fostering a culture of partnership, agility, and empowerment.

**Job Description:**

Senior Wealth Associate Role

We are seeking an experienced Senior Wealth Associate to join our team in Oakville, Ontario. As a key member of our wealth advisory services team, you will work closely with investment advisors to ensure seamless branch operations and deliver exceptional customer service.

  • Analyze Clients' Accounts: Recommend business opportunities tailored to clients' needs and preferences.
  • Administrative Tasks: Complete account management tasks efficiently and provide outstanding customer service.
  • Marketing and Content Development: Create engaging marketing materials and content to support investment advisors.
  • Seminars and Event Planning: Coordinate seminars for clients and plan engaging content.
  • Financial Planning and Onboarding: Participate in financial planning meetings, prepare files, and ensure follow-up steps.
  • Team Oversight: Supervise the onboarding process for new members and lead training and coaching sessions.

**Required Skills and Qualifications:**

  • Education: Completed college and/or university diploma in a related field.
  • Experience: Minimum of 5 years of experience in portfolio management, financial planning, marketing, and social media or taxation.
  • Certifications: Completed Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course or must be successfully completed within a year in position.
  • Technical Skills: Excellent knowledge of the Microsoft Office suite and comfortable with technology.
  • Market Knowledge: Familiarity with current market trends and activity.
  • Customer Service: Ability to offer exceptional customer service.

**Benefits:**

  • Health and Wellness Program: Access to various health and wellness options.
  • Flexible Group Insurance: Competitive insurance packages.
  • Pension Plan: Generous pension plan.
  • Employee Share Ownership Plan: Opportunities to own shares of the company.
  • Employee and Family Assistance Program: Support for employees and their families.
  • Preferential Banking Services: Exclusive banking benefits.
  • Community Involvement: Opportunities to participate in community initiatives.
  • Telemedicine and Virtual Sleep Clinic: Convenient access to healthcare services.