Senior Wealth Associate

Attendance

On-Site

Job number

25501

Category

Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

20-Mar-2025

Location: Vancouver, British Columbia

City

Vancouver

Province/State

British Columbia

Area of Interest: Wealth management

A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations.

Your job:

Ensure administrative tasks related to account management are completed smoothly and provide outstanding customer service.
Develop marketing material to present the service offering for investment advisors.
Coordinate the organization of seminars for clients and plan content for them.
Oversee onboarding, training and coaching for new members of your team.
Supervise the process of onboarding new clients.
Assist investment advisors in preparing annual business plans and monitor progress.
Lead administrative team as operations manager.
Supervise the unlicensed assistants to ensure tasks are completed efficiently and correctly
Establish, implement and manage smooth day-to-day operations.
Ensure all programs operate consistently within our mission, objectives and values.
Introduce efficient and effective systems to increase productivity.
Manage operations and develop strategies to ensure consistency and alignment with goals, while improving efficiency.
Oversee compliance related issues, projects and regulations to ensure the group is adopting, adhering and responding to regulatory changes.
Support the advisors on business operation issues and engage with regional management proactively to ensure the team operates well.

Your team:

National Bank Financial – Wealth Management is the fifth largest investment dealer 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.

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:

Completed college and/or university diploma in a related field
Minimum of 5 years of relevant experience in portfolio management, financial planning, marketing and social media or taxation
Completed Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course or must be successfully completed within a year in position
Excellent knowledge of the Microsoft Office suite and comfortable with technology
Knowledge of current market trends and activity
Ability to offer exceptional customer service

Languages:

English

Skills

Accountability Client-focused Communication Critical Thinking Cybersecurity Detail-oriented Digital literacy Information Analysis Initiative Learning Agility Multitasking Organization Skills Problem Solving Resiliency Solution implementation

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!

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?