Senior Wealth Associate

A career as a Senior Wealth Associate at National Bank Financial Wealth Management is an opportunity to join a high-performing investment advisory team focused on delivering an exceptional client experience. You will work closely with investment advisors, a portfolio manager and other professionals, playing an important role in client service, financial planning, business development and the efficient operation of the practice.
Analyze client accounts and identify business and service opportunities aligned with clients’ needs and objectives.
Oversee administrative activities related to client account management, ensuring accuracy, timely completion and exceptional client service .
Oversee new client onboarding and coordinate ongoing client communications to ensure continuity and a consistent, high-quality client experience.
Liaise with clients’ accountants, lawyers and other professional advisors on matters related to tax, estate and financial planning .
Participate in the financial and estate planning process in collaboration with the firm’s financial planning professionals, including client file preparation, follow-up and implementation of next steps .
Work closely with investment advisors and the portfolio manager to support portfolio management, business development and marketing strategies .
Develop client communication and marketing materials that effectively present the team’s services and investment offering .
Coordinate client meetings, events and seminars, including the preparation of relevant content and materials .
Oversee the onboarding, training and coaching of new team members.
Assist with annual business planning and monitor progress toward established goals and objectives .
About the Team:From 2023 through 2025, our team was recognized as one of the highest-ranking advisory teams for client satisfaction within National Bank Financial Wealth Management across Canada.
We are committed to being a trusted partner in our clients’ financial success. Through comprehensive financial planning, personalized investment solutions and dedicated advice, we help our clients pursue their financial goals with confidence and peace of mind.
Our clients rely on our commitment to exceptional service, integrity, professionalism and transparency. As a Senior Wealth Associate, you will be an integral part of this client experience. Collaboration, initiative, attention to detail and a commitment to excellence will be key to your success.
National Bank Financial Wealth Management is the fifth-largest investment dealer in Canada, with close to 1,000 investment advisors managing the assets of more than 400,000 clients in approximately 100 branches.
Prerequisites:
College diploma and/or university degree in a related field.
Minimum of 5 years of relevant experience in wealth management, investment services, financial planning, taxation, marketing, business development or a related field.
Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course completed, or willingness to successfully complete required courses within one year of assuming the position.
Completion of the Canadian Investment Regulatory Exam (CIRE), where required.
Strong knowledge of financial markets, investment products and current market trends.
Excellent Microsoft Office skills and a high level of comfort working with technology.
Exceptional client service and strong written and verbal communication skills.
Strong organizational skills, attention to detail and the ability to manage multiple priorities.
Demonstrated initiative and the ability to work both independently and collaboratively within a team.
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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 such as:
Health and wellness program, including many options
Employee Share Ownership Plan
Employee and family assistance program
Preferential banking services
Involvement in community initiatives
Virtual sleep clinic
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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environmentWe’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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Why work at National Bank?For an environment that supports your career pathThere 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 environmentWe 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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