Senior Wealth Associate Position

Advance your career with National Bank as a Senior Wealth Associate, combining client-focused service with a hybrid work model. Enhance operations while assisting investment advisors in achieving client goals.
In this essential role at National Bank Financial, you will collaborate with investment advisors to provide top-notch service, ensuring seamless branch operations. Your responsibilities will include account analysis, marketing development, seminar organization, and financial meeting participation. This role is perfect for experienced professionals who excel in client relations, financial planning, and team leadership.
Key Responsibilities:
• Recommend business opportunities through client account analysis
• Manage administrative tasks for seamless service delivery
• Develop effective marketing content for investment advisory presentations
• Plan and execute seminars to engage clients
• Facilitate financial planning meetings and follow-ups
Requirements:
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