National Bank of Canada
Senior Wealth Associate at National Bank
Job Description
Elevate your career in wealth management with National Bank as a Senior Wealth Associate. This hybrid role emphasizes customer service and operational excellence in a collaborative environment.
As a Senior Wealth Associate/Operations Manager, you will work closely with investment advisors and lead the administrative team. Your primary focus will be on providing outstanding customer service and managing smooth operations within the branch. With a minimum of five years in financial planning, portfolio management, or taxation, you will develop marketing material, organize client seminars, and enhance operational systems to ensure alignment with company goals.
Key Responsibilities: • Oversee and supervise onboarding processes for new clients • Assist investment advisors in business planning and monitoring • Develop engaging marketing materials for services offered • Lead training and coaching initiatives for team members • Ensure compliance with regulatory standards and i...
As a Senior Wealth Associate/Operations Manager, you will work closely with investment advisors and lead the administrative team. Your primary focus will be on providing outstanding customer service and managing smooth operations within the branch. With a minimum of five years in financial planning, portfolio management, or taxation, you will develop marketing material, organize client seminars, and enhance operational systems to ensure alignment with company goals.
Key Responsibilities: • Oversee and supervise onboarding processes for new clients • Assist investment advisors in business planning and monitoring • Develop engaging marketing materials for services offered • Lead training and coaching initiatives for team members • Ensure compliance with regulatory standards and i...