Quality Associate
7 days ago
A career as an Associate in the Wealth Management F. Fortier Wealth management group at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.
Provide superior customer service in person, on the phone, and by email
Analyze client accounts to prepare for activities that support wealth advisors in their business development
Diligently carry out transactions related to investment accounts
Ensure adherence to compliance and risk management rules
National 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. 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.
College diploma in a related field
~ At least two year of relevant experience in a related field such as banking operations, customer service, or administration
~ Good knowledge of the Microsoft Office suite
~ Propensity to provide exceptional customer service
~ Excellent command of French and very good proficiency in English
Languages: French
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
* Employee and Family Assistance Program
* Opportunities to get involved in community initiatives
* Virtual sleep clinic
Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.
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