Wealth Associate

National Bank
CA - British Columbia - vancouver
May 1, 2025

A career as a Wealth Associate in the Wealth Management team at National Bank means acting as a client development specialist. This job allows you to make a positive impact on our organization with your expertise in sales, customer service, and relationship management.
Your job
Make a minimum of 30 solicitation calls per day in order to generate new business opportunities
Develop a continuous sales pipeline and ensure rigorous follow-up of leads
Organize an average of 4 monthly meetings with potential customers
Collaborate with wealth advisors to develop innovative sales strategies
Learn and support customer service needs (transactions, statements, interest validations, etc.)
Ensure quality follow-up via the CRM: detailed notes, task management, profile updates
Your team
This position offers growth opportunity over an approximate period of 12 months. With the support of your team, you will manage all aspects of a sophisticated relationship with our customers by becoming a product specialist.
Within the Vancouver area sector, you will be part of a large team of investment advisors and report to the regional management. Our team stands out for its collaboration, transparency and commitment to providing exceptional customer experience.
The Bank values continuous development and internal mobility. Our personalized training programs, based on learning in action, allow you to master your craft and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.
Prerequisite
Completed college and/or university diploma in a related field
Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
Have a strong ability to develop trusting relationships and work collaboratively
Possess excellent oral and written communication skills
Have the ability to manage multiple priorities in a dynamic environment
• INDGP
Your benefits
In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!

Read the full job description and apply online on the recuiter's web-site

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