Associate

Join to apply for the Associate role at National Bank of Canada

A career as an Associate with the Wealth Management team at National Bank will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors stand out by offering exceptional customer service that has a positive, long‑term impact on our clients.

Position Overview

Provide support to a Wealth Advisor in revenue growth while having a solid understanding of financial advisory services. The position combines wealth management knowledge with proactive sales strategies to expand client relationships, cultivate new opportunities, and ensure the delivery of tailored solutions that align with clients' 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 the 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, showcase the Wealth Advisor's expertise and services, and develop marketing materials, website content, and promotional campaigns.
• Financial Advisory Expertise : Identify areas where the Wealth Advisor can provide advice on investment portfolios, retirement planning, tax optimisation, 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.

Work Flexibility

We want to contribute to your quality of life by offering as much flexibility as possible. For example, we offer a hybrid (remote and in‑office) model, work‑schedule arrangements to help you achieve work / life balance, and flexible leave you can take when it’s important to you.

Prerequisites

Your benefits

Additional required languages

English

Seniority level

Entry level

Employment type

Temporary

Job function

Other

Industries

Banking

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