Wealth Associate

Are you an investment industry professional who is passionate about delivering exceptional client service? Do you thrive in a fast-paced and challenging work environment, where you can take ownership of your position and make a tangible impact? If so, our National Bank Financial team want to hear from you! 

 

You will be working directly with the R Hunter Wealth Management Group and taking a front row seat to the whole business. Our team is a well-integrated Wealth Management Group that prioritizes communication. Morning meetings foster collaboration, ensuring everyone is aligned and ready to conquer the day.  Expect “never a dull moment” as you dive into tasks that encourage you to think outside the box and tackle challenging problems. As part of our forward-thinking team, you’ll have the chance to continually learn new applications, participate in the evolution of our work environment, and enjoy a workplace that thrives on innovation.

 

You can expect a generous compensation package, engaging work that requires critical thinking and a supportive team.

 

Your Job:

• Serve as the primary point of contact for clients, providing them with timely and informative responses to their inquiries via telephone and email.
• Work closely with our Investment Advisory Team, managing client requests and ensuring that daily transactions and trades are accurate.
• Liaise with various departments, manage key dates for client requests, and maintain a detailed task list to ensure that all client needs are met.
• Collaborate and contribute towards new and ongoing marketing initiatives.

 

Your Team:

The R Hunter Wealth Management Group is a top tier Wealth Management practice in Canada with a strong track record of client satisfaction and performance. We strive to deliver outstanding client service and ensure that our clients' needs are always met.

Rhunterwealth.ca

 

Prerequisites:

• Completion of the Canadian Securities Course and Conduct and Practices Handbook Course with a securities license.
• Several years of experience in the investment industry and excellent working knowledge of Outlook Suite, especially Excel.
• Experience with a client management system and portfolio management reporting.
• Some experience with options and life insurance would be considered an asset.
• Self-starter who takes initiative and can work independently while being a productive and valued team member.
• Understands a results oriented economy.
• Adaptable, possess excellent critical thinking, problem-solving, and organizational skills, and be able to reprioritize effectively to meet deadlines.

 

If you are ready to elevate your career to the next level and work with a dynamic team of industry professionals, apply now to become our Wealth Associate. We look forward to hearing from you!

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!