Attendance On-Site Job Number 22234 Category Professional Status : Permanent Type of Contract Permanent Schedule : Full-Time Full Time / Part Time?
Full-Time Posting date 21-Aug-2024 Location : Mississauga, Ontario City Mississauga Province / State Ontario Area of Interest : Wealth management
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 :
You will join a team supporting 2 investment advisors located in Mississauga with a satellite office in Owen Sound and 2 Licensed Associates
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
- 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
Skills
Press space or enter keys to toggle section visibility
Accountability Analytical Skills Client-focused Communication Detail-oriented Diversity & Inclusion Driving Results Emotional Intelligence Empathy Humility Initiative Interpersonal Skills Learning Agility Multitasking Perseverent
Your benefits
Press space or enter keys to toggle section visibility
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.
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 :
Press space or enter keys to toggle section visibility
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 want to offer an accessible, barrier-free workplace 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! Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal
Senior Wealth Associate
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 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...
Senior Wealth Associate (On-Site)
You will join a team supporting 1 Wealth Advisor and 1 Senior Wealth Associate located in Oakville, Ontario. 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. Attendance On-Site Job Number 22230 Categor...
Senior Specialist, Contaminated Sites Assessment (CSA) - Burlington, ON or Calgary, AB
As a global company we embrace and encourage diversity in its fullest sense – gender identity, gender expression, sexual orientation, age, experience, nationality, colour, language, religion, location, disability, education, skills, working styles and time availability. You’ll bring your knowledge o...
Senior Wealth Associate
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 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...
Senior Associate, Total Wealth Solutions
The Senior Associate, Total Wealth Solutions is an integral member of our Total Wealth Solutions (TWS) team dedicated to supporting the delivery of service excellence to our RJL advisors and their clients. Reporting to the Head of Insurance and Financial Planning Solutions, the Senior Analyst, Total...
Senior Project Manager - Wastewater Services **MARKHAM, ON**
In that position, you will work closely with the Client Services Lead on business development activities to grow the Ontario water business, including client liaison and proposal preparation as well as project manager for design and construction projects for water and wastewater treatment and biosol...
PIC Wealth Associate - Toronto, ON
As the Wealth Associate progresses in skills, knowledge and experience, he/she may be assigned primary relationship management responsibilities, for specific clients on the achievement of milestones associated with their personalized development plan, and under supervision of the Market Lead. The in...
On Site Condominium Senior Accountant
He or she will be required to understand all contracts entered by the Condominium Corporation to ensure that the related financial transactions and recording of those transactions are consistent with the budgets of the corporation and the contracts and obligations of the Condominium. Ensure that the...
Senior Sales Manager | On-site | B2B
In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's...
Senior Associate, Wealth Management (Global Client Group)
Reporting to a Senior Relationship Manager the Senior Associate will provide relationship management and analytical support in helping to grow existing relationships and develop net new business for Dimensional. Partnering with Senior Relationship Managers and developing strong business and personal...