Associate Wealth Advisor
Description
This role involves supporting clients through all their life events to help them achieve financial goals by offering optimal market solutions and building long-term, trust-based relationships. The advisor will also collaborate with various specialists within the National Bank to meet client needs.
What We're Looking For
Diligently and attentively support and manage your portfolio of clients.,Offer clients the best solutions on the market to achieve their financial goals.,Collaborate with several specialists from different sectors of the Bank.,Build strong relationships with a wide variety of specialists to guide the advisory role.
Ideal Candidate
Completion of CIRE: Canadian Investment Regulatory Exam,Completion of RSE: Retail Securities Exam,Financial Planner or any other accreditation related to the field (an asset),Willingness to offer quick and efficient service to clients,Knowledge of taxation (an asset),Recognized ability to learn software and IT systems,Excellent ability to maintain business relationships through effective use of virtual communication tools
Hard Skills
Soft Skills
Work Hours
Full-Time
Benefits
About the Company
National Bank of Canada
National Bank of Canada is one of the six systemically important banks in Canada, providing a comprehensive range of financial services to individuals, businesses, and institutional clients. Headquartered in Montreal, it is the leading financial institution in Quebec and holds strong positions across the country and internationally. The bank is committed to a people-first approach, fostering an entrepreneurial culture and sustainable growth for its communities.
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