Senior Wealth Advisor - Hybrid, Client Growth & Strategy

National Bank of Canada; Toronto; Hybrid; CAD 85,000 - 110,000; 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

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada is seeking a Senior Wealth Associate to analyze client accounts, coordinate with investment advisors, and deliver exceptional service while supporting onboarding and team development. The role emphasizes collaboration, client-focused strategies, and ongoing market awareness.

The position offers a hybrid work model with flexibility to balance in-office and remote work, aiming to enhance client outcomes and staff engagement.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Accountability

Client-focused

Communication

Critical Thinking

Cybersecurity

Detail-oriented

Digital literacy

Information Analysis

Initiative

Learning Agility

Multitasking

Organization Skills

Problem Solving

Resiliency

Solution implementation

Standards Compliance

Stress Management

Teamwork

Wealth Management

Education

College or university diploma in a related field

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course

CIRE: Canadian Investment Regulatory Exam

Job description

National Bank of Canada is seeking a Senior Wealth Associate to analyze client accounts, coordinate with investment advisors, and deliver exceptional service while supporting onboarding and team development. The role emphasizes collaboration, client-focused strategies, and ongoing market awareness.

The position offers a hybrid work model with flexibility to balance in-office and remote work, aiming to enhance client outcomes and staff engagement.