Wealth Management Associate

1 week ago

London, Ontario, Canada NBC Full time

Job Summary

National Bank Financial – Wealth Management is seeking a skilled Wealth Management Associate to join our team. As a key member of our wealth management team, you will be responsible for supporting clients in achieving their financial goals.

Key Responsibilities

  • Support clients in managing their investment portfolios
  • Provide financial planning and investment advice to clients
  • Collaborate with other specialists to meet client needs
  • Build strong relationships with clients and other stakeholders

Requirements

  • Completion of the Canadian Securities Course
  • Completion of the Conduct and Practices Handbook Course
  • Financial planning or related accreditation
  • Excellent communication and relationship-building skills

What We Offer

  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment

About Us

National Bank Financial – Wealth Management is a leading provider of wealth management services in Canada. We are committed to helping our clients achieve their financial goals and build long-term relationships.

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