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Wealth Management Associate

1 month ago

Winnipeg, Manitoba, Canada NBC Full time
Job Summary

We 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 in achieving their financial goals and building long-term relationships.

Key Responsibilities
  • Support clients in managing their portfolios and providing personalized advice
  • Collaborate with specialists from various sectors to meet client needs
  • Build strong relationships with clients and internal stakeholders
  • Stay up-to-date with market trends and regulatory changes
Requirements
  • Completion of the Canadian Securities Course (or to be completed after hiring)
  • Completion of the Conduct and Practices Handbook Course (or to be completed after hiring)
  • Financial Planner or any other accreditation related to the field, an asset
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and adapt to changing priorities
What We Offer
  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Flexible work arrangements and work-life balance
Why Join Us

At National Bank Financial – Wealth Management, we are committed to helping our clients achieve their financial goals and building long-term relationships. We offer a supportive and collaborative work environment, opportunities for professional growth and development, and a competitive compensation and benefits package.