Hybrid Senior Wealth Advisor & Portfolio Strategist

National Bank of Canada; Quebec; Hybrid; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Job summary

A major financial institution in Quebec is looking for a Senior Wealth Associate to collaborate closely with investment advisors to enhance client experiences. You will play a crucial role in analyzing client accounts, managing onboarding processes, and ensuring exceptional customer service. This position offers a hybrid work model and competitive benefits, including a health and wellness program, pension plan, and employee assistance programs. Strong skills in portfolio management, marketing, and financial planning are essential, as well as a completed diploma in a related field.

Qualifications

• Minimum of 5 years of relevant experience in portfolio management, financial planning, marketing, or taxation.
• Completed Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course.
• Ability to work in a collaborative team environment.

Responsibilities

• Analyze clients’ accounts and recommend tailored business opportunities.
• Ensure smooth completion of account management tasks and provide outstanding customer service.
• Supervise onboarding of new clients and team members.

Skills

Customer service

Portfolio management

Financial planning

Marketing

Knowledge of current market trends

Education

Completed diploma in a related field

Tools

Microsoft Office

Job description

A major financial institution in Quebec is looking for a Senior Wealth Associate to collaborate closely with investment advisors to enhance client experiences. You will play a crucial role in analyzing client accounts, managing onboarding processes, and ensuring exceptional customer service. This position offers a hybrid work model and competitive benefits, including a health and wellness program, pension plan, and employee assistance programs. Strong skills in portfolio management, marketing, and financial planning are essential, as well as a completed diploma in a related field.