Associate

Position Overview

Provide support to Wealth Advisor in the area of revenue growth while having a solid understanding of financial advisory services. This position combines knowledge in wealth management with proactive sales strategies to expand client relationships, cultivate new opportunities, and ensure the delivery of tailored solutions that align with client’s financial objectives.

Key Responsibilities

• Client Acquisition : Assist Wealth Advisor to identify and secure new high-net-worth and ultra-high-net-worth clients through strategic networking, prospecting, and referral-building activities.
• Sales Strategy Implementation : Design and execute targeted sales plans that align with Wealth Advisor’s goals, leveraging market insights to identify and capitalize on opportunities.
• Business Development Partnerships : Collaborate with industry professionals and strategic partners to expand the Wealth Advisor’s presence and attract new clients.
• Marketing and Events : Plan and execute seminars, workshops, and events to engage clients and prospects, showcasing the Wealth Advisor’s expertise and services. Manage the development of marketing materials, website content, and promotional campaigns to enhance brand visibility and attract new clients.
• Financial Advisory Expertise : Identify areas which Wealth Advisor can provide advice on investment portfolios, retirement planning, tax optimization, estate planning, and other wealth management services.

Key Skills

Your Team

National Bank Financial – Wealth Management is the fifth largest investment brokerage firm 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 a wealth 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

Your Benefits

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!

Additional required languages : English

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