Associate Wealth Advisor: Grow Client Portfolios

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

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.