A career in Wealth Management means participating in the transformation to have a direct impact on the client. As an Associate Wealth Management Advisor you enjoy building long-term relationships with the client and have an entrepreneurial spirit. You accompany the client in all his life events to achieve his financial goals and dreams.
Your job
Accompany and manage your customer portfolio carefully
Offer your customers the best solutions on the market to achieve their financial goal
Collaborate with several specialists from different sectors of the bank to meet all the needs of your customers
Build strong relationships with a range of experts to guide you
Having access to the technology you need to be effective
On a daily basis, in RiviaAre-du-Loup, you work with 1 Wealth Management Advisora, and 2 assistants. You report to the Regional Director. Together, we have the challenge of attracting new customers and building a lasting relationship of trust with them and their families. We aim to offer you maximum flexibility in your work to promote your quality of life. This includes hybrid office and remote working, flexible working time to reconcile work and personal life, and flexible leave at times that matter.
Would you like to know more about the position? Do not hesitate to contact Manel Guizani directly by phone at 514-554-9807 or by email at Manel.Guizani@nbc.ca
Skills required
Bachelor's degree in a discipline related to the position, such as finance or business administration and at least two years of experience in the securities industry OR a combination of relevant training and experience in relationship development
Securities Course (CSC aAEURA" or to be completed during hiring)
Standards of Conduct (IMCaAEURA" or to be completed during hiring) course
Propensity to offer fast and efficient service to the relevant clientele in a professional manner
Excellent ability to maintain business relationships remotely (videoconferencing)
Desired skills
Financial planner or other accreditation related to the field, desirable
Your advantages
In addition to competitive compensation, we offer you, as soon as you are hired, a host of flexible benefits to promote your well-being and that of your family.
Health and wellness program with many options
Assurance collective flexible
Generous pension plan
Share Acquisition Plan
Employee and Family Assistance Program
Preferred Banking
Community Involvement Initiatives
Telemedicine service
Virtual Sleep Improvement Clinic
These are some examples that are accessible to you. We offer an evolving offer on the lookout for trends, your needs and those of your loved ones.
Our dynamic work environments and modern collaboration tools support an enjoyable employee experience.a, We place a lot of room for employees' ideas.a, Whether through our surveys or through our programs, ongoing dialogue and feedback are encouraged.
People First
We are a bank on a human scale that stands out for its audacity, its entrepreneurial culture and its passion for people. We exist to have a positive impact in people's lives.
Our core values of complicity, agility and power to act are our sources of inspiration. Inclusion is at the heart of our commitments. We offer a barrier-free and accessible workplace for all employees.
We aim to provide accessibility measures during the recruitment process. If you need accommodation, do not hesitate to let us know during your first exchanges with us.
We welcome candidates from all walks of life and would like to hear what you can add to our team.
Ready to set your ambitions?
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JobField: Wealth Management
Unposting Date: 2022-11-08
Job Number: WEA000HW
Posting Date: 2022-10-25
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