Associate, Online Banking
Found in: Jooble CA O C2 - 1 week ago
A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select group of international clients.
Assist advisors or private advisors with the administrative tasks related to managing clients' accounts
Offer top-quality customer service, prepare client meetings, and act as a resource person for questions related to products, procedures, and policies.
Be the administrative link between the different operational departments to effectively perform required activities
Carry out a variety of administrative tasks related to the team’s business development and financial transactions
Help prepare portfolio analyses and/or financial planning
Ensure adherence to compliance and risk management rules
You will work closely with sector members and report to the Vice-President, Private Banking 1859.
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.
Office administration studies, an asset
Knowledge of Word and Excel
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.
Flexible group insurance
Generous pension plan
Preferential banking services
Opportunities to get involved in community initiatives
Virtual sleep clinic
Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.
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