Adjoint

2 weeks ago


Medicine Hat, Canada National Bank of Canada Full time

Join to apply for the Adjoint role at National Bank of Canada. In this role, you help wealth management advisors stand out by providing exceptional client service to have a positive long-term impact on our clients. Responsibilities Ensure effective communication between all stakeholders (customers, advisors, and various employees). Provide superior customer service, in person, over the phone, and via email. Carry out analysis of client accounts with a view to activities related to the development of the business of wealth management advisors. Carefully carry out operations related to investment accounts. Open customer files and keep them up to date. Coordinate the advisors' schedules, make appointments and prepare meetings with clients. Ensure compliance and risk management rules are respected. Qualifications College diploma completed in a field related to the sector of activity. A minimum of one year of experience in a relevant field such as banking, customer service or in an administrative role. Good knowledge of Microsoft Office Suite. Sense of organization and priority management. Your Team National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have nearly 1,000 investment advisors managing the assets of more than 400,000 clients in approximately 100 branches. Reporting to regional management, you will partner with a wealth management advisor to deliver an exceptional client experience. Collaboration and partnership will be the keys to your success. We aim to offer you maximum flexibility in your work to enhance your quality of life. This includes hybrid office and remote working, flexible working hours to balance your professional and personal life, and flexible leave at times that matter. Benefits Health and wellness program including many options. Assurance collective flexible. Generous retirement plan. Share acquisition plan. Employee and family assistance program. Preferential banking services. Involvement in community initiatives. Telemedicine service. People First We are a human‑sized bank that stands out for its boldness, entrepreneurial culture, and passion for people. We exist to have a positive impact on people's lives. Our core values of collaboration, agility, and empowerment are our inspiration. Inclusion is at the heart of our commitments. We offer a barrier‑free and accessible workplace for all employees. We aim to provide accessibility measures during the recruitment process. If you require accommodations, please let us know during your initial contact with us. We welcome candidates from all backgrounds and would love to hear what you can add to our team. Come and pursue your ambitions with us Seniority Level Entry level Employment Type Full‑time Job Function Other Banking Referrals increase your chances of interviewing at National Bank of Canada by 2x. #J-18808-Ljbffr


  • Adjoint

    2 weeks ago


    Medicine Hat, Canada National Bank of Canada Full time

    Join to apply for the Adjoint role at National Bank of Canada. In this role, you help wealth management advisors stand out by providing exceptional client service to have a positive long-term impact on our clients. Responsibilities Ensure effective communication between all stakeholders (customers, advisors, and various employees). Provide superior customer...


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  • Medicine Hat, Canada National Bank of Canada Full time

    A leading financial institution in Canada is looking for an Adjoint to support wealth management advisors by providing exceptional client service. Responsibilities include communication with stakeholders, customer service, and analysis of client accounts. The ideal candidate should have a college diploma and a minimum of one year of relevant experience. This...


  • Medicine Hat, Canada National Bank of Canada Full time

    A leading financial institution in Canada is looking for an Adjoint to support wealth management advisors by providing exceptional client service. Responsibilities include communication with stakeholders, customer service, and analysis of client accounts. The ideal candidate should have a college diploma and a minimum of one year of relevant experience. This...

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    3 days ago


    Medicine Hat, Canada Banque Nationale Full time

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  • Medicine Hat, Canada NATIONAL BANK OF CANADA Full time

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