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Urban planner • victoria bc
Wealth Offering Manager
National BankVictoria, BC, Canada- Promoted
Wealth Offering Manager (On-Site)
NATIONAL BANK OF CANADAVictoria, British ColumbiaFinancial Planner - Shelbourne Plaza
The Toronto-Dominion Bank (Canada)Victoria, British ColumbiaTeachers on Call
Selkirk Montessori SchoolVictoria, Capital Regional District, CanadaWealth Offering Manager
NBCVictoria, British Columbiaretail store supervisor
Urban GrocerVictoria, BC, CAUrban Farmer - Victoria (BC)
MicroHabitatVictoria, British Columbia, CanadaMembership Success and Sales, Social Media, Event Planner and Representative
Orbus Business NetworksVictoria, Capital Regional District, CanadaUrban Designer
City of VictoriaVictoria, British Columbia, Canada- Promoted
Repair Planner
Craftsman CollisionVictoria, BC, Canada- Vancouver, BC (from $ 95,248 to $ 112,912 year)
- Greater Napanee, ON (from $ 95,248 to $ 112,731 year)
- Greater Sudbury, ON (from $ 95,248 to $ 112,731 year)
- West Vancouver, BC (from $ 95,248 to $ 112,515 year)
- Parry Sound, ON (from $ 86,249 to $ 112,515 year)
- North Vancouver, BC (from $ 94,955 to $ 112,515 year)
- Owen Sound, ON (from $ 86,619 to $ 112,515 year)
- Saint John, NB (from $ 96,291 to $ 110,475 year)
- King City, ON (from $ 90,707 to $ 108,269 year)
- Quebec City, QC (from $ 90,000 to $ 107,686 year)
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Wealth Offering Manager
National BankVictoria, BC, Canada- Full-time
A career as a Wealth Offering Manager at National Bank Financial is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help your investment advisory team stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.
Your role :
- Help clients establish their financial plan, prepare financial plans and retirement projections
- Hold meetings and facilitate presentations / seminars for current and potential clients
- Serve clients within a well-established, high performing team
- Generate the acquisition of new assets and new clients through planning engagements and client review meetings
- Provide advice and service according to the team’s investment management process and the client’s needs
- Target time split : 20% planning, 40% business development, 40% client advisory / service
- Evaluate, identify client’s financial planning needs and propose solutions
- Monitor and follow up on complex financial plans completed by in-house planner
Your team :
National Bank Financial - Wealth Management is the fifth largest 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 an investment advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.
Prerequisites :
Your 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.
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
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!