Senior Administrative Associate

3 months ago


Mississauga, Canada Banque Nationale du Canada Full time
p>A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. h3>
  • Analyze clients’ accounts to recommend business opportunities adapted to their needs.
  • Ensure administrative tasks related to account management are completed smoothly and provide outstanding customer service.
  • Coordinate the organization of seminars for clients and plan content for them.
  • Take part in financial planning meetings for clients, prepare files, ensure follow-up and subsequent steps.
  • Oversee onboarding, training and coaching for new members of your team.
Your team:

You will join a team supporting 2 investment advisors located in Mississauga with a satellite office in Owen Sound and 2 Licensed Associates.

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 and/or university diploma in a related field.
  • Minimum of 5 years of relevant experience in portfolio management, financial planning, marketing and social media or taxation.
  • Excellent knowledge of the Microsoft Office suite and comfortable with technology.

    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.
  • Opportunities to get involved in community initiatives.
  • Virtual sleep clinic.

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