Senior Wealth Associate

4 weeks ago

Mississauga, Ontario, Canada National Bank Full time
Job Summary

We are seeking a highly skilled Senior Wealth Associate to join our team at National Bank. As a key member of our wealth management team, you will be responsible for providing exceptional customer service and ensuring smooth branch operations.

Key Responsibilities:

  • Analyze clients' accounts to recommend business opportunities tailored to their needs.
  • Ensure administrative tasks related to account management are completed efficiently and provide outstanding customer service.
  • Develop marketing materials to present the service offering for investment advisors.
  • Coordinate the organization of seminars for clients and plan engaging content.
  • Participate in financial planning meetings for clients, prepare files, and ensure follow-up and subsequent steps.
  • Oversee onboarding, training, and coaching for new team members.
  • Supervise the onboarding process for new clients.
  • Collaborate with investment advisors to develop innovative portfolio management and marketing strategies to maximize results.
  • Assist investment advisors in preparing annual business plans and monitor progress.

About the Team:

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

National Bank Financial – Wealth Management is a leading investment dealer in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients in about 100 branches.

We offer a hybrid work model, flexible work arrangements, and a range of benefits to support your quality of life.

Requirements:

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

What We Offer:

In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to support your wellbeing and that of your family.

We have a dynamic work environment and cutting-edge collaboration tools that foster a positive employee experience.

We actively listen to employees' ideas and encourage regular feedback and ongoing communication.

Our Values:

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.

We want to offer an accessible, barrier-free workplace to all employees.

We welcome all candidates and are committed to diversity and inclusion.

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