Senior Wealth Associate

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

Overview

A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations within the Khalil Consulting Group.

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.
• Validate courses on security trading (CCVM) and/or courses related to the conduct standards manual.
• Assist investment advisors in preparing annual business plans and monitor progress.

Your team

National Bank Financial – Wealth Management is the fifth largest investment dealer in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with an investment advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

Work model and prerequisites

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:

• 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.
• Excellent knowledge of the Microsoft Office suite and comfortable with technology
• Knowledge of current market trends and activity
• Ability to offer exceptional customer service

Benefits

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
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Telemedicine service
• 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.

Values and inclusion

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!

Additional required languages: French