Associate Wealth Advisor

A career as an Associate Wealth Advisor at National Bank is a job 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.

You will be working at the Sherbrooke branch for Vincent Bérard's team, Advisor and Portfolio Manager.

**Your job**:

- Rigorously analyze the needs of the team's customers, produce personalized financial plans, and determine an integrated financial strategy with them.
- Manage the implementation of recommendations resulting from the financial plans.
- Ensure rigorous follow-up and establish frequent contact with clients to monitor their evolving needs, offering tailored solutions and an exceptional client experience.
- Collaborate with various specialists from different sectors of the bank to meet all needs and guide you in your advisory role.
- Supervise the integration process of new clients.
- Collaborate with other wealth management advisors on your team to build and manage portfolios.
- Support your team members in the preparation of annual business plans and track progress.
- Conduct the integration, training, and coaching of new team members.
- Identify and exploit business development opportunities to increase the number of new clients and grow the volume of existing accounts.
- Collaborate with other wealth management advisors on your team to develop innovative marketing strategies aimed at maximizing results.
- Coordinate the organization and planning of seminar content for clients.

**Prerequisites**:

- Bachelor's and/or master's degree in finance, financial planning, taxation, or a related discipline
- Financial Planner accreditation, an asset
- Completion of the Canadian Securities Course and the Conduct and Practices Handbook Course
- Knowledge in taxation, retirement planning, and estate planning
- Holding another professional designation (CFA, CIM, CAIA, CPA, TEP, etc.), an asset
- Excellent knowledge of investment products, financial markets, and the economy
- Excellent knowledge of Microsoft Office suite and ease with software and computer systems
- Analytical skills
- Organizational and priority management skills
- Ability to develop trusting and lasting relationships
- Propensity to offer quick and efficient service
- Ability to work under pressure
- Good team player with a collaborative spirit

**Your benefits**

In addition to competitive compensation, upon hiring you’ll be eligible for 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

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.

Come live your ambitions with us