Associate Wealth Advisor

Join to apply for the Associate Wealth Advisor role at National Bank of Canada . A career as a Wealth Associate allows you to capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients through all their life events to help them achieve their financial goals and build long‑term, trust‑based relationships.

Responsibilities

• Diligently and attentively support and manage your portfolio of clients.
• Offer your clients the best solutions on the market so they can achieve their financial goals.
• Collaborate with several specialists from different sectors of the Bank to meet all needs.
• Build strong relationships with a wide variety of specialists who can guide you in your advisory role.

Your team

National Bank Financial – Wealth Management is the fifth largest mutual funds 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. Every day, you’ll work with these clients as well as an investment assistant or senior investment assistant, attracting clients and building long‑lasting, trust‑based relationships. Reporting to the Regional Director, you will monitor your development together to help achieve your career objectives.

Workplace flexibility

We offer a hybrid (remote and in‑office) work model, flexible schedules to support work‑life balance, and leave options that you can take when they are important to you.

Prerequisites

Benefits

Telemedicine service

We are putting people first. We are 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.

Additional required languages : French

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance and Sales

Industry

Banking

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Victoriaville, Quebec, Canada

Saint‑Léonard‑D'aston, Quebec, Canada

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