Wealth Management Professional

4 weeks ago

London, Ontario, Canada NBC Full time
Job Overview

As a Wealth Associate at National Bank, you will play a vital role in supporting clients throughout their life events, helping them achieve their financial goals, and building long-term, trust-based relationships.

Key Responsibilities
  • Manage a portfolio of clients, providing attentive and diligent support to meet their financial needs.
  • Offer clients the best solutions on the market to help them achieve their financial objectives.
  • Collaborate with specialists from various sectors of the Bank to meet all client needs.
  • Build strong relationships with a wide range of specialists who can guide you in your advisory role.
About the Team

National Bank Financial – Wealth Management is the fifth largest mutual funds brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients across 100 branches.

You will work closely with clients, investment assistants, and senior investment assistants to attract clients and build long-lasting, trust-based relationships.

What We Offer
  • A hybrid (remote and in-office) work model to promote work-life balance.
  • Flexible leave arrangements to take time off when needed.
  • A wide range of benefits to promote your wellbeing and that of your family, including health and wellness programs, flexible group insurance, and employee share ownership plans.
Requirements
  • Completion of the Canadian Securities Course (or to be completed immediately after hiring).
  • Completion of the Conduct and Practices Handbook Course (or to be completed immediately 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.
Why Join Us

We are 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 people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

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