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 creative portfolio management and marketing strategies to maximize results.

Assist investment advisors in preparing annual business plans and monitor progress.

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

Languages: English

Required skills: Accountability, Client-focused, Communication, Critical Thinking, Cybersecurity, Detail-oriented, Digital literacy, Information Analysis, Initiative, Learning Agility, Multitasking, Organization Skills, Problem Solving, Resiliency, Solution implementation, Standards Compliance, Stress Management, Teamwork, Wealth Management

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

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

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 value employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
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 people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible workplace to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates!

Join us!

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📌 Senior Wealth Associate (Ontario)
🏢 National Bank of Canada
📍 Ontario