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Wealth Associate

Attendance
On-Site
Job number
25894
Category
Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
14-Apr-2025
Location: Vancouver, British Columbia
City
Vancouver
Province/State
British Columbia
Area of Interest: Wealth management

A career as a Wealth Associate in the Wealth Management team at National Bank means acting as a client development specialist. This job allows you to make a positive impact on our organization with your expertise in sales, customer service, and relationship management.

Your job

  • Make a minimum of 30 solicitation calls per day in order to generate new business opportunities
  • Develop a continuous sales pipeline and ensure rigorous follow-up of leads
  • Organize an average of 4 monthly meetings with potential customers
  • Collaborate with wealth advisors to develop innovative sales strategies
  • Learn and support customer service needs (transactions, statements, interest validations, etc.)
  • Ensure quality follow-up via the CRM: detailed notes, task management, profile updates

Your team

This position offers growth opportunity over an approximate period of 12 months. With the support of your team, you will manage all aspects of a sophisticated relationship with our customers by becoming a product specialist.

Within the Vancouver area sector, you will be part of a large team of investment advisors and report to the regional management. Our team stands out for its collaboration, transparency and commitment to providing exceptional customer experience.

The Bank values continuous development and internal mobility. Our personalized training programs, based on learning in action, allow you to master your craft and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.

Prerequisite

  • Completed college and/or university diploma in a related field
  • Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
  • Have a strong ability to develop trusting relationships and work collaboratively
  • Possess excellent oral and written communication skills
  • Have the ability to manage multiple priorities in a dynamic environment

#INDGP

Languages:
English

Skills

Communication Critical Thinking Information Analysis Multitasking Organization Skills Problem Solving Stress Management Teamwork Wealth Management Cybersecurity Accountability Client-focused Detail-oriented Digital literacy Initiative
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
* Generous pension plan
* 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.
 
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!

Why work at National Bank?

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.

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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?

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Discover our culture

Duration: 1 min 25 sec
Flexibility
Flexibility
Wellbeing
Wellbeing
Development
Development
Inclusive Environment
Inclusive Environment

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