Wealth Offering Manager

A career as a Wealth Offering Manager at National Bank Financial is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help your investment advisory team stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

Your role:

• Help clients establish their financial plan, prepare financial plans and retirement projections
• Hold meetings and facilitate presentations/seminars for current and potential clients
• Serve clients within a well-established, high performing team
• Generate the acquisition of new assets and new clients through planning engagements and client review meetings
• Provide advice and service according to the team’s investment management process and the client’s needs
• Target time split: 20% planning, 40% business development, 40% client advisory/service
• Evaluate, identify client’s financial planning needs and propose solutions
• Monitor and follow up on complex financial plans completed by in-house planner

Your team:

National Bank Financial - Wealth Management is the fifth largest brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with an investment advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

Prerequisites:

• Certified Financial Planner (CFP) but may also consider Personal Financial Planner (PFP)
• Completion of the Canadian Securities Course and the Conduct and Practices Handbook Course an asset
• Knowledge of taxation, retirement planning, and estate planning an asset
• Excellent knowledge of investment products, financial markets, and the economy

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!