Associate Wealth Advisor (Quebec City)

Associate Wealth Advisor (Quebec City)

07 Nov
|
National Bank of Canada
|
Quebec City

07 Nov

National Bank of Canada

Quebec City

Join to apply for the Associate Wealth Advisor role at National Bank of CanadaA career as a Wealth Associate at National Bank is a job that allows you to 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 build long‐term, trust‐based relationships, more precisely within the team Ampleman.ResponsibilitiesDiligently and attentively support and manage your portfolio of clients.Offer your clients the best solutions on the market so they can achieve their financial goals.Collaborate with several specialists from different sectors of the Bank to meet all needs.Build robust relationships with a wide variety of specialists who can guide you in your advisory role.Your TeamNational Bank Financial – Wealth Management is the fifth largest mutual funds 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. Every day, you'll work with these clients as well as an investment assistant or senior investment assistant. You'll collaborate with the team to attract clients and build long‐lasting, trust‐based relationships with each of them. Reporting to the Regional Director,



you will monitor your development together to help achieve your career objectives.PrerequisitesCompletion of the Canadian Securities Course (or to be completed after hiring)Completion of the Conduct and Practices Handbook Course (or to be completed after hiring)Financial Planner or any other accreditation related to the field, an assetWillingness to offer quick and efficient service to clientsKnowledge of taxation, an assetRecognized ability to learn software and IT systemsExcellent ability to maintain business relationships through the effective use of virtual communication toolsAdditional required languages: FrenchBenefitsHealth and wellness program, including many optionsFlexible group insuranceEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicWe're putting people firstWe'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!Referrals increase your chances of interviewing at National Bank of Canada by 2x.Senior level: Mid‐Senior levelEmployment type: Full‐timeJob function: Finance and SalesIndustry: BankingLocation: Saint‐Anselme, Quebec, Canada

📌 Associate Wealth Advisor (Quebec City)
🏢 National Bank of Canada
📍 Quebec City

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: associate wealth advisor (quebec city) / quebec city

Subscribe to this job alert:

Get the latest job offers by email for: associate wealth advisor (quebec city) / quebec city