Wealth Management Professional

4 weeks ago


Vald'Or, Quebec, Canada NBC Full time
Job Summary

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.
About the Team

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.
Requirements
  • 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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