Wealth Management Professional
4 weeks ago
As a Wealth Associate at National Bank, you will play a key role in supporting clients throughout their life events to help them achieve their financial goals. You will build long-term, trust-based relationships with clients and collaborate with specialists from various sectors of the Bank to meet their needs.
Key Responsibilities- Manage a portfolio of clients and provide them with tailored solutions to achieve their financial objectives.
- Collaborate with specialists to deliver exceptional client service and meet their needs.
- Build strong relationships with clients and provide them with guidance and support throughout their financial journey.
National Bank Financial – Wealth Management is a leading mutual funds brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients across 100 branches. As a Wealth Associate, you will work closely with the team to attract clients and build long-lasting relationships with them.
What We Offer- A hybrid work model that offers flexibility and work-life balance.
- A comprehensive benefits package, including health and wellness programs, flexible group insurance, and employee assistance programs.
- Opportunities for professional growth and development, including training and mentorship programs.
- Completion of the Canadian Securities Course.
- Completion of the Conduct and Practices Handbook Course.
- Financial planning or related accreditation is an asset.
- Excellent communication and interpersonal skills.
- Ability to learn software and IT systems quickly.
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Wealth Management Associate
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Val-d'Or, Quebec, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Management Associate, you will play a key role in supporting clients with their financial goals and objectives.Key ResponsibilitiesSupport clients in achieving their financial goals...
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Wealth Management Associate
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Val-d'Or, Quebec, Canada NBC Full timeJob SummaryAs a Wealth Associate at National Bank, you will play a key role in supporting clients throughout their life events to help them achieve their financial goals. This role requires a strong ability to build trust-based relationships and provide clients with the best solutions on the market.Key ResponsibilitiesManage a portfolio of clients and...
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