Wealth management expertise meets client-focused service at National Bank, with a hybrid model supporting investment advisors and branch operations. Use financial planning and portfolio management knowledge to strengthen client experiences. As a Senior Wealth Associate with National Bank Financial - Wealth Management, you will partner with investment advisors and report to the regional manager. The work includes account analysis, administrative coordination, marketing, seminars, and financial planning support. You will also guide team members and coordinate client onboarding. Key Responsibilities:
Analyze client accounts and identify needs-based business opportunities Complete account administration and provide exceptional customer service Develop marketing materials for investment advisors Coordinate client seminars and plan their content Support financial planning meetings, files, follow-up, and next steps Requirements:
Related college and/or university diploma At least five years of relevant experience Experience in portfolio management, planning, marketing, social media, or taxation Completed CSC and/or Conduct and Practices Handbook Course Completed CIRE and strong Microsoft Office knowledge Bring wealth management, financial planning, and client service expertise to National Bank’s collaborative hybrid environment supporting investment advisors.
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Senior Wealth Management Associate in Toronto employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
