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Wealth Management Associate
4 weeks ago
Your role:
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.
Open and keep client files up to date
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
Keep up to date on financial markets
Ensure adherence to compliance and risk management rules
Your team:
To serve distinctive clients in a market with strong potential, you’ll be part of a passionate team that is committed to going the extra mile. 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.
Prerequisites:
Completed college diploma and two years of relevant experience
Office administration studies, an asset
Customer service experience
Successful completion of the Canadian Securities Course (CSC) and Conduct and Business Practices Handbook Course
Knowledge of Word and Excel
Ability to work under pressure
Autonomy, initiative and discipline
Your benefitsIn 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 clinicThese 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 firstWe'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
