Senior Wealth Associate

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

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.

Your job

• 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.

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.

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 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

Languages

English

Required 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

Your benefits

• 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
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates!