Top Benefits
About the role
A career as a Senior 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 work closely with investment advisors to ensure exceptional customer service and smooth branch operations.
Your job:
Analyze clients’ accounts to recommend business opportunities adapted to their needs.
Ensure administrative tasks related to account management are completed smoothly and provide outstanding customer service.
Develop marketing material to present the service offering for investment advisors.
Coordinate the organization of seminars for clients and plan content for them.
Take part in financial planning meetings for clients, prepare files, ensure follow-up and subsequent steps.
Oversee onboarding, training and coaching for new members of your team.
Supervise the process of onboarding new clients.
Work with investment advisors to develop innovative portfolio management and marketing strategies to maximize results.
Assist investment advisors in preparing annual business plans and monitor progress.
Your team:
National Bank Financial - Wealth Management is the fifth largest investment dealer 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 an investment 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:
Completed college and/or university diploma in a related field
Minimum of 5 years of relevant experience in portfolio management, financial planning, marketing and social media or taxation
Completed Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course or must be successfully completed within a year in position
Completion of CIRE: Canadian Investment Regulatory Exam
Excellent knowledge of the Microsoft Office suite and comfortable with technology
Knowledge of current market trends and activity
Ability to offer exceptional customer service
Similar Jobs
Top Benefits
About the role
A career as a Senior 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 work closely with investment advisors to ensure exceptional customer service and smooth branch operations.
Your job:
Analyze clients’ accounts to recommend business opportunities adapted to their needs.
Ensure administrative tasks related to account management are completed smoothly and provide outstanding customer service.
Develop marketing material to present the service offering for investment advisors.
Coordinate the organization of seminars for clients and plan content for them.
Take part in financial planning meetings for clients, prepare files, ensure follow-up and subsequent steps.
Oversee onboarding, training and coaching for new members of your team.
Supervise the process of onboarding new clients.
Work with investment advisors to develop innovative portfolio management and marketing strategies to maximize results.
Assist investment advisors in preparing annual business plans and monitor progress.
Your team:
National Bank Financial - Wealth Management is the fifth largest investment dealer 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 an investment 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:
Completed college and/or university diploma in a related field
Minimum of 5 years of relevant experience in portfolio management, financial planning, marketing and social media or taxation
Completed Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course or must be successfully completed within a year in position
Completion of CIRE: Canadian Investment Regulatory Exam
Excellent knowledge of the Microsoft Office suite and comfortable with technology
Knowledge of current market trends and activity
Ability to offer exceptional customer service