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Wealth Management Associate

2 months ago

AbitibiTémiscamingueEst Radisson, Canada National Bank Full time
About the Role

A career as a Wealth Associate at National Bank is a job that allows you to capitalize on your entrepreneurial spirit and have a direct impact on clients.

In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships.

Your Responsibilities
  • Diligently and attentively support and manage your portfolio of clients.
  • Offer your clients the best solutions on the market so they can achieve their financial goals.
  • Collaborate with several specialists from different sectors of the Bank to meet all needs.
  • Build strong relationships with a wide variety of specialists who can guide you in your advisory role.
Your Team

National Bank Financial - Wealth Management is the fifth largest mutual funds brokerage firm in Canada.

We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches.

Every day, you'll work with these clients as well as an investment assistant or senior investment assistant.

You'll work closely with the team to attract clients and build long-lasting, trust-based relationships with each of them.

Reporting to the Regional Director, you will monitor your development together to help achieve your career objectives.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work.

We offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

What We Offer
  • Competitive compensation
  • A wide range of flexible benefits to help promote your wellbeing and that of your family
  • Health and wellness program, including many options
  • Flexible group insurance
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic
About Us

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.

Our mission is to have a positive impact on peoples' lives.

Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments.

We offer a barrier-free workplace that is accessible to all employees.