Wealth management expertise meets client-focused service at National Bank, with a hybrid model supporting investment advisors and branch operations. Use financial planning and portfolio management knowledge to strengthen client experiences.

As a Senior Wealth Associate with National Bank Financial - Wealth Management, you will partner with investment advisors and report to the regional manager. The work includes account analysis, administrative coordination, marketing, seminars, and financial planning support. You will also guide team members and coordinate client onboarding.

Key Responsibilities:
Analyze client accounts and identify needs-based business opportunities
Complete account administration and provide exceptional customer service
Develop marketing materials for investment advisors




Coordinate client seminars and plan their content
Support financial planning meetings, files, follow-up, and next steps

Requirements:
Related college and/or university diploma
At least five years of relevant experience
Experience in portfolio management, planning, marketing, social media, or taxation
Completed CSC and/or Conduct and Practices Handbook Course
Completed CIRE and robust Microsoft Office knowledge

Bring wealth management, financial planning, and client service expertise to National Bank’s team-oriented hybrid setting supporting investment advisors.

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