Strategic Portfolio Specialist
1 week ago
A career as a Senior Wealth Associate at National Bank is an opportunity to showcase your ability to work collaboratively with clients and colleagues.
Your Key Responsibilities:- Analyze client accounts to identify business opportunities tailored to their needs.
- Ensure seamless administrative tasks related to account management, providing exceptional customer service.
- Collaborate with colleagues to organize seminars for clients, planning engaging content.
- Participate in financial planning meetings, preparing files, ensuring follow-up, and subsequent steps.
- Oversight of onboarding, training, and coaching for new team members.
You will join a team supporting two investment advisors based in Mississauga, with a satellite office in Owen Sound, and two Licensed Associates.
We strive to enhance your quality of life by offering flexible work arrangements. For example, we provide a hybrid work model, allowing you to balance work and personal life effectively.
Prerequisites:- A completed college or university diploma in a related field.
- Minimum 5 years of experience in portfolio management, financial planning, marketing, social media, or taxation.
- Excellent proficiency in the Microsoft Office suite and adaptability with technology.
- Competitive compensation package, including flexible benefits, group insurance, pension plan, community involvement opportunities, and a virtual sleep clinic.
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