Wealth Associate

OverviewA career as an Associate in the Wealth Management team at National Bank will give you the opportunity to work in synergy with clients and colleagues. In this role, you will help wealth advisors stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Ensure effective communication between all parties (clients, advisors, and various collaborators)Provide superior customer service in person, on the phone, and by emailAnalyze client accounts to prepare for activities that support wealth advisors in their business developmentDiligently carry out transactions related to investment accountsOpen and update client filesCoordinate advisors’ agendas, schedule appointments, and prepare clients meetingsEnsure adherence to compliance and risk management rulesYour teamNational Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.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.PrerequisitesCollege diploma in a related fieldAt least one year of relevant experience in a related field such as banking operations, customer service, or administrationGood knowledge of the Microsoft Office suiteOrganizational and priority management skillsYour jobEnsure effective communication between all parties (clients, advisors, and various collaborators)Provide superior customer service in person, on the phone, and by emailAnalyze client accounts to prepare for activities that support wealth advisors in their business developmentDiligently carry out transactions related to investment accountsOpen and update client filesCoordinate advisors’ agendas, schedule appointments, and prepare clients meetingsEnsure adherence to compliance and risk management rulesYour 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 optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual 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 usAdditional required languages: French #J-18808-Ljbffr