Associate Wealth Management Advisor - Montréal, Canada - National Bank of Canada

National Bank of Canada

Verified Company

Montréal, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Primary Locations:

Montreal, Quebec**:

Attendance:

Hybrid**:

Employee Status:

Regular**:

Schedule:

Full-time**:

Are you interested in a career in investments at National Bank Financial? If you're an entrepreneur at heart, this job is for you.

Do you take good care of your clients? Are you are interested in developing long-term relationships with them in order to meet their investment needs?

Your role

Astutely manage your portfolio of clients and support them
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 your clients' needs
Build strong relationships with a wide range of experts to guide you
Have access to the technology you need to perform effectively

National Bank Financial is looking for an Associate Wealth Management Advisor to join the Vinet Group located at Place Ville Marie.

We are the brokerage firm of the National Bank of Canada. Together, we have $351 billion in assets and more than 24,000 employees around the world. We are growing A golden opportunity to join a dynamic, organized and customer-centric team. It's entrepreneurship at its best

The customer is at the heart of our business model. The Associate Wealth Management Advisor accompanies clients through their life events to achieve their financial goals and dreams. He is the point person for all of his clients' financial needs. The team already has a good base of active clients. The ways and processes are well established. We are looking for a leader to join us. A rigorous and passionate person to serve our affluent clientele

On a daily basis, you work with the Senior Wealth Advisor and other experts, reporting to the Regional Director. It is with him that you will determine your goals and monitor your development. You work hand-in-hand with your Wealth Management Advisor and Assistant team to develop professionally and achieve your career goals.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work.

For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it's important to you.

Required Skills:

A Bachelors degree in a related discipline such as finance or business administration and a minimum of two years of experience in the securities industry OR a combination of relevant training and experience in relationship development
Canadian Securities Course (CSC)
Conduct and Practices Handbook Course (CPH)
Propensity to provide timely and efficient service to the clients involved in a professional manner
Dynamism, perseverance and energy
Ability to work in a team

Preferred skills

Title of Financial Planner or any other accreditation related to the field, desirable
Tax knowledge preferred
Demonstrated ability to learn computer software and systems
Excellent ability to maintain business relationships remotely (e.g. team communications, telephone etc.)

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
Initiatives promoting community involvement
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 accommodations, feel free to let us know during your first conversations with us.
Ready to live your ambitions?