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Senior Wealth Associate
- Mississauga, Ontario, Canada
- Mississauga, Ontario, Canada
À propos
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.
- 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
* 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 environment 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! What can you bring to our team?
Join us!
Compétences linguistiques
- English
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