Associate Wealth Advisor

Attendance

On-Site

Job Number

21192

Category

Senior Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

19-Jun-2024

Location: Winnipeg, Manitoba

City

Winnipeg

Province/State

Manitoba

Area of Interest: Wealth management

A career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships.

Your job:

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. You’ll work closely with the team to attract clients and build long-lasting, trust-based relationships with each of them. Reporting to the Regional Director, you will monitor your development together to help achieve your career objectives.

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:

Completion of the Canadian Securities Course (or to be completed after hiring)
Completion of the Conduct and Practices Handbook Course (or to be completed after hiring)
Financial Planner or any other accreditation related to the field, an asset
Willingness to offer quick and efficient service to clients
Knowledge of taxation, an asset
Recognized ability to learn software and IT systems
Excellent ability to maintain business relationships through the effective use of virtual communication tools

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.

Health and wellness program, including many options
Flexible group insurance
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.

Languages:

English

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 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!

Apply

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?