Wealth Associate

3 months ago

Calgary Alberta DJ, CA National Bank Full time
A career as a Wealth Associate at National Bank Private Banking 1859 is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help Wealth Advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.


Your job:

  • Assist the Wealth Advisor in all administrative tasks and activities related to the management of high net worth client accounts while providing superior client service
  • Specific tasks include fund transfers, contributions and withdrawals and monitoring incoming and outgoing transfers as well as assisting in executing trades and security transactions
  • Open and maintain client files according to industry requirements
  • Assist with client activities by managing agendas, scheduling appointments and preparing for client meetings
  • Add value by helping to identify client needs and assisting in analysis and client preparation materials
  • Actively participate in activities related to the team's business development
  • Keep operational and regulatory knowledge up to date and ensure compliance and risk management rules are respected
  • Act as a resource in resolving client issues
  • Guide and train new employees, and mentor peers on complex products, procedures and policies
  • Work collectively with colleagues and other departments within the bank
  • The candidate must be able to identify the risks inherent in the Wealth Management sector’s activities


Your team:

Private Banking 1859 is dedicated to providing wealth management services and advice to a distinctive and high net worth clientele. Reporting to the Investment Customer Service Manager, you will be part of a team working with one to two Wealth Advisors to deliver exceptional client experience. Collaboration, teamwork, and proactivity will be the keys to your success.


Prerequisites:

  • College diploma in administration (Bachelor of Business Administration is an asset) and a minimum of 3 years' industry experience
  • Canadian Securities Course (CSC®) and Conduct and Practices Handbook Course (CPH®)
  • Good knowledge of Microsoft Suite (PowerPoint, Word and Excel)
  • Good knowledge of CROESUS software, desirable
  • Ability to learn computer systems quickly
  • Strong oral and written communication skills
  • Client service experience
  • Ability to bring the Bank's values to life within the team
  • Ability and interest in teamwork
  • Organizational skills, autonomy and initiative
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

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