Associate Wealth Advisor

National Bank of Canada; Quebec; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities for community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

A leading financial institution in Quebec seeks an Associate Wealth Advisor to support clients in achieving their financial goals. You will manage a portfolio, provide optimal solutions, and collaborate with specialists. Candidate must have completed the Canadian Securities Course and possess excellent virtual communication skills. The role offers a range of employee benefits including health programs and preferential banking services. Fluency in French is required.

Qualifications

• Completion of the Canadian Securities Course required (or to be completed after hiring).
• Financial Planner or related accreditation is an asset.
• Fluency in French is mandatory.

Responsibilities

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

Skills

Knowledge of taxation

Ability to learn software and IT systems

Excellent virtual communication skills

Education

Completion of the Canadian Securities Course

Completion of the Conduct and Practices Handbook Course

Financial Planner accreditation

Job description

Join to apply for the Associate Wealth Advisor role at National Bank of Canada

A 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.

Responsibilities

• 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 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.

Prerequisites

• Completion 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 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
• Additional required languages: French

Benefits

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

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!

Referrals increase your chances of interviewing at National Bank of Canada by 2x.

Senior level: Mid‑Senior level

Employment type: Full‑time

Job function: Finance and Sales

Industry: Banking

Location: Saint‑Anselme, Quebec, Canada