Associate Wealth Advisor

A career as a Wealth Management Advisor in the National Bank Financial - Wealth Management team at National Bank means acting as a trusted advisor to clients, helping them achieve their financial goals at every stage of life. This role allows you to have a positive impact on our organization through your entrepreneurial mindset, advisory expertise, and ability to build long-term client relationships.

Your role

• Manage and support a portfolio of clients with diligence, professionalism, and attention to detail.
• Advise clients by recommending financial solutions tailored to their objectives and personal circumstances.
• Build long-term relationships of trust and provide personalized guidance through key life events.
• Collaborate with specialists across the Bank to address the full range of client needs.
• Develop and maintain a strong network of partners and specialists to enhance your advisory expertise.
• Contribute to business development and client retention by delivering an outstanding client experience.

Your team

National Bank Financial - Wealth Management is Canada's fifth-largest securities brokerage firm. This sector includes nearly 1,000 investment advisors who manage the assets of more than 400,000 clients across approximately 100 branches.

Within National Bank Financial - Wealth Management, you will be part of a team that works closely together to attract new clients and build lasting relationships based on trust. You report to the Regional Director, who will support your professional development and help you achieve your career goals. Our team stands out through strong collaboration with a broad network of specialists and a client-centered approach focused on addressing clients' overall wealth management needs. We aim to offer maximum flexibility to support your quality of life. This includes a hybrid work environment with both office and remote work arrangements, flexible work schedules to help balance professional and personal commitments, and time-off options when it matters most.

National Bank values continuous development and internal mobility. Our personalized learning programs, built on hands-on experience, help you master your role and develop new areas of expertise. Resources such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring opportunities are available to you at all times.

Requirements

• Canadian Investment Regulatory Examination (CIRE) completed.
• Securities examination for retail clients completed.
• Completion of the Canadian Securities Course (CSC), or ability to complete it following hire.
• Completion of the Conduct and Practices Handbook Course (CPH), or ability to complete it following hire.
• Financial Planner designation or another relevant professional accreditation is considered an asset.
• Knowledge of taxation is considered an asset.