Associate Wealth Advisor

NBC; London; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

Join a leading bank as a Wealth Associate, where you'll support clients in achieving their financial goals through personalized service and strong relationship-building. This role offers a hybrid work model, competitive compensation, and a range of flexible benefits to enhance your quality of life.

Benefits

Health and wellness program

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities to get involved in community initiatives

Virtual sleep clinic

Qualifications

• Completion of Canadian Securities Course required.
• Financial Planner accreditation is an asset.
• Excellent ability to maintain business relationships.

Responsibilities

• Support and manage a portfolio of clients.
• Offer tailored financial solutions to clients.
• Collaborate with specialists to meet client needs.

Skills

Knowledge of taxation

Ability to learn software and IT systems

Effective virtual communication

Education

Completion of the Canadian Securities Course

Completion of the Conduct and Practices Handbook Course

Financial Planner accreditation

Job description

A career as a Wealth Associate at National Bank is a job that where you can 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 you will build long-term, trust-based relationships.

Your job :

Diligently 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 strong relationships with a wide variety of specialists who can guide you in your advisory role.

Your team :

National 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 work closely 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.

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 :

Completion of the Canadian Securities Course (or to be completed immediately after hiring)

Completion of the Conduct and Practices Handbook Course (or to be completed immediately after hiring)

Financial Planner or any other accreditation related to the field, an asset

Willingness to offer quick and efficient service to clients

Knowledge of taxation, an asset

Recognized ability to learn software and IT systems

Excellent ability to maintain business relationships through the effective use of virtual communication tools

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Virtual sleep clinic

These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first :

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 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! What can you bring to our team?

Come live your ambitions with us!

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Wealth Advisor • London, Ontario

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