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Wealth Management Associate

2 months ago

Winnipeg, Manitoba, Canada National Bank Full time
About the Role

We are seeking a highly motivated and detail-oriented Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in supporting clients throughout their financial journey, helping them achieve their goals and build long-term relationships.

Key Responsibilities
  • Manage a portfolio of clients, providing personalized advice and guidance to help them achieve their financial objectives.
  • Collaborate with cross-functional teams to deliver exceptional client experiences and drive business growth.
  • Develop and maintain strong relationships with clients, understanding their needs and preferences to provide tailored solutions.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance and best practices in wealth management.
What We Offer

As a Wealth Associate at National Bank, you will enjoy a dynamic and supportive work environment, with opportunities for professional growth and development. Our comprehensive benefits package includes:

  • Competitive compensation and bonuses
  • Flexible work arrangements and remote work options
  • Professional development opportunities and training programs
  • Access to cutting-edge technology and tools
  • A comprehensive health and wellness program
Requirements

To be successful in this role, you will need:

  • Completion of the Canadian Securities Course (or equivalent)
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
  • Knowledge of financial markets and instruments (an asset)
Why Join Us?

At National Bank, we are committed to creating a positive and inclusive work environment that supports the well-being of our employees and the communities we serve. We offer a range of benefits and programs to help you achieve your goals and enjoy a healthy work-life balance.