Wealth Management Associate

2 weeks ago

Winnipeg, Canada National Bank of Canada Full time

A career as an Associate in the Wealth Management team at National Bank will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

Your job:

  • Provide comprehensive marketing support to enhance brand visibility and engagement.
  • Support client prospecting efforts to identify and attract potential clients.
  • Assist in the development and execution of workshops and client seminars to foster client relationships and showcase expertise.

Your team:

National Bank Financial – Wealth Management is the fifth largest investment 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. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

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

Prerequisites:

  • College diploma in a related field
  • At least one year of relevant experience in a related field such as banking operations, customer service, or administration
  • Good knowledge of the Microsoft Office suite
  • Organizational and priority management skills

Your benefits:

  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first:

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.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?

Come live your ambitions with us

  • Strategic Financial Planner

    3 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    About UsIG Wealth Management is a leading Canadian wealth and investment management company, dedicated to helping individuals and families achieve their financial goals.Job SummaryWe are seeking an experienced Strategic Financial Planner to join our team in Canada. As a Strategic Financial Planner, you will be responsible for providing proactive, outstanding...

  • Advisor, IG Wealth Management, Corporate Channel

    7 months ago

    Winnipeg, Canada IG Wealth Management Full time

    Advisor, IG Wealth Management, Corporate Channel Locations: Calgary, Edmonton, Ontario, Vancouver, Winnipeg We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting...

  • Senior Wealth Management Associate

    1 week ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Role OverviewWe are seeking a talented and self-directed Senior Wealth Management Associate to join our dynamic team. This role is responsible for providing proactive advice and support to clients and Investment Advisors, helping deepen existing relationships and welcome new clients to the firm.Job DescriptionIn this role, you will be responsible for...

  • Wealth Management Associate

    3 weeks ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

    Company OverviewRoyal Bank of Canada (RBC) is a leading investment and wealth management firm in Canada, committed to delivering trusted advice and enhancing the well-being of our clients and communities.SalaryWe offer a competitive salary, with an estimated annual compensation of $60,000 - $80,000, depending on experience. In addition to your base salary,...

  • Executive Director, Portfolio and Asset Management

    3 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Company OverviewIG Wealth Management is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.

  • Junior Coordinator, Wealth Products

    2 weeks ago

    Winnipeg, Canada Wellington-Altus Private Wealth Inc. Full time

    **Junior Coordinator, Wealth Products** **Location**:This is an in-office position to be based out of our Winnipeg office. **Type**:This is a part-time, 6-month term position. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc.,...

  • Wealth Associate

    7 months ago

    Winnipeg, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Support investment advisors in...

  • Manager, Compliance Supervision

    6 months ago

    Winnipeg, Canada Harbourfront Wealth Management Inc. Full time

    **Who we are**: Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core...

  • Manager, Compliance Supervision

    7 months ago

    Winnipeg, Canada Harbourfront Wealth Management Inc. Full time

    **Who we are**: Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core...

  • Real Estate Strategic Director

    2 weeks ago

    Winnipeg, Manitoba, Canada IG Wealth Management Full time

    Job OverviewThis is an exceptional opportunity to lead the real estate and facilities department at IG Wealth Management, a leading diversified wealth and asset management company in Canada. As Vice-President, Real Estate and Facilities, you will be responsible for developing and implementing strategic initiatives that drive operational efficiency and cost...

  • Manager, Compliance Supervision

    7 months ago

    Winnipeg, Canada Harbourfront Wealth Management Inc. Full time

    **Who we are**: Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core...

  • Associate

    6 months ago

    Winnipeg, Canada Richardson Wealth Ltd Full time

    **About Us**: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our...

  • Associate Wealth Advisor

    6 months ago

    Winnipeg, Canada NBC Full time

    Area of Interest: Wealth management ...

  • Specialist, Compliance Supervision Tier 2

    7 months ago

    Winnipeg, Canada Harbourfront Wealth Management Inc. Full time

    **Who we are**: Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core...

  • Associate Wealth Advisor

    6 months ago

    Winnipeg, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank is a job that where you can 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 job**: - Diligently and...

  • Wealth Management Expert

    3 weeks ago

    Winnipeg, Manitoba, Canada Banque Nationale du Canada Full time

    As a Wealth Associate at Banque Nationale du Canada, you'll have the opportunity to build long-term relationships with clients and help them achieve their financial goals. This role is ideal for those who enjoy working with people and are passionate about delivering exceptional service.Job OverviewThis position involves supporting clients throughout various...

  • Regional Insurance Consultant

    6 months ago

    Winnipeg, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Regional Insurance Consultant to join our Insurance team. This role can be mostly remote, however we will on occasion require you to come onsite to our office at 105-200 Graham Avenue, Winnipeg, MB. Reporting to the SVP, Insurance the Regional Insurance Consultant is responsible for achieving the...

  • Total Wealth Manager

    6 months ago

    Winnipeg, Canada Scotiabank Full time

    Requisition ID: 187198 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** - Contributes to the overall success of the Client Solutions group in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives....

  • Associate Wealth Advisor

    6 months ago

    Winnipeg, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job that where you can 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 job: Diligently and attentively...

  • Associate Wealth Advisor

    4 weeks ago

    Winnipeg, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job that where you can 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 job: Diligently and attentively...