Senior Administrative Associate

4 months ago

Oakville, 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.

    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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