Senior Wealth Management Associate

5 days ago

Oakville, Ontario, Canada National Bank Full time
About the Role

A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations.

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.
  • Develop marketing material to present the service offering for investment advisors.
  • 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.
  • Supervise the process of onboarding new clients.
  • Work 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 team supporting 1 Wealth Advisor and 1 Senior Wealth Associate.

About National Bank

National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with an investment advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

What We Offer
  • Competitive compensation
  • A wide range of flexible benefits to help promote your wellbeing and that of your family.
  • A dynamic work environment and cutting-edge collaboration tools.
  • Opportunities to get involved in community initiatives.
About Us

We're 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 peoples' 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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