Wealth Management Associate

2 days ago

Vald'Or, Quebec, Canada NBC Full time
{"h1": "Unlock Your Potential as a Wealth Associate at NBC", "p": "At NBC, we're committed to helping our clients achieve their financial goals. As a Wealth Associate, you'll play a key role in supporting clients throughout their life events, building long-term relationships, and delivering exceptional service.

Your Key Responsibilities:

* Manage a portfolio of clients, providing personalized support and guidance
* Collaborate with specialists from various sectors to meet client needs
* Develop and implement tailored financial plans to help clients achieve their goals
* Build strong relationships with clients, colleagues, and stakeholders

Our Team:

* National Bank Financial - Wealth Management is a leading mutual funds brokerage firm in Canada, with a strong presence in over 100 branches
* Our team of close to 1,000 investment advisors manages the assets of over 400,000 clients
* You'll work closely with colleagues and specialists to deliver exceptional service and build long-lasting relationships

What We Offer:

* Competitive compensation and benefits package
* Opportunities for professional growth and development
* Flexible work arrangements, including remote work options
* Access to cutting-edge collaboration tools and technology
* A dynamic and inclusive work environment that values diversity and inclusion

Join us at NBC and discover a career that's tailored to your strengths and passions.

Prerequisites:

* 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

Benefits:

* 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

At NBC, we're committed to creating a positive employee experience that's tailored to your needs and goals. We value diversity, inclusion, and accessibility, and we're dedicated to making our recruitment process fully accessible to all candidates.

What can you bring to our team?

Come live your ambitions with us

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