Investment Associate

1 week ago

Vancouver, British Columbia, Canada National Bank of Canada Full time

Primary Locations:

Vancouver, British Columbia**:

Employee Status:

Regular**:

Schedule:

Full-time**:
National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 investment advisors in close to 100 branches, helping more than 400,000 clients manage their assets.

INVESTMENT ASSOCIATE - Operations & Client Support

In this role, you will join a team that is:

  • Changing the Gam

e:
_

  • We_


have a vision and a strategy that will challenge the way business in this industry is done and help institutions be successful in meaningful ways.


  • Being Genuine & Proud:_
We are authentic. We say what we do, and we do what we say.

As a part of our Team you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference.


  • Unstoppable Team:_
We are a top producing Team at NBF and work with some of the largest global companies.

To maintain and add such relationships, our Team looks out for each other and asks the best of each other to deliver our finest work.


Key Responsibilities

  • Responsible for learning and covering all client servicing needs, transactions, wires, statements, interest calculations and account openings on all platforms and jurisdictions.
  • Work closely with internal departments to ensure smooth operational efficiencies.
  • Ability to communicate with Team members and manage numerous in high pressure situations and speak directly with clients to help solve problems.
  • Be responsible for client maturities and their movement of funds.
  • Update balances to prepare our manual monthly statements in accordance to policy and procedures. Statements are required by our international clients within the first 2 business days of the month. You may be required to work any Canadian Stat holiday and take a day in lieu.
  • Oversee our compliance requirements and perform our monthly and quarterly checks and audits.
  • Prepare our monthly newsletter, update our database, upload to our microsite and post on various platforms i

e:
Linked-in, Live social.

  • Maintain our Client Relationship Management tracking with clear and detailed notes of logged activities, delegation of tasks and updated client profiles.
Show empowerment through solving problems and making decisions independently, while being accountable for the results.


Be client-centric by demonstrating that you are accessible, convenient and proactive by adhering to the team's expected behaviours and commitments.

Creative thinking with the ability to exercise sound judgment in responding to questions and making decisions.

Be a Team Player who works cooperatively within the team and other departments to meet our customers' needs.

Educational and Work experience Requirements include:

  • Post-secondary education in a relevant business discipline
  • Minimum 2 years work experience in the banking or finance industry
  • Be fully licensed as an Investment Associate or be willing to write the Canadian Securities courses and Conduct and Practices Handbook within 6 months of hiring


At National Bank, we stand out by investing in our employees throughout their careers—as demonstrated when we were awarded silver in the "Most Innovative use of HR Technology" category at the 2020 Canadian HR Awards for our use of Axonify, a personalized learning solution that can be used every day.

The Bank has innovated by modernizing its performance evaluation system to better meet our clients' evolving needs.

From now on, the corporate values (expected behaviours) of partnership, agility and empowerment count as much as the business objectives.


Working at National Bank means having access to competitive working conditions, a wide range of employee benefits, a dynamic work environment and telemedicine services.

National Bank sees diversity as a great source of wealth and values it in all its dimensions. Its objective is to offer an open, respectful work environment where all employees can achieve their full potential. Senior management's concrete commitment helps spread this value across all sectors in the organization. The Bank has been ranked among the top employers for diversity in Canada for several years.

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