Wealth Associate

5 days ago

Calgary, Alberta, Canada National Bank Full time
About the Role

We are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a key member of our Wealth Management group, you will play a critical role in providing exceptional customer service and supporting our investment advisors in delivering outstanding results.

Key Responsibilities
  • Provide superior customer service to clients, responding to their needs and requests in a timely and professional manner.
  • Support investment advisors in carrying out routine operations related to financial transactions, including purchases and sales of securities, and necessary transaction adjustments.
  • Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts, ensuring diligent follow-up and adherence to compliance and risk management rules.
  • Analyze, open, and update client files, producing portfolio management reports as required.
  • Manage client files, scheduling appointments, and preparing client meetings, ensuring seamless communication and collaboration with the wealth advisor.
About Our Team

National Bank Financial – Wealth Management is a leading investment brokerage firm in Canada, with a strong presence in over 100 branches. As a Wealth Associate, you will work closely with a wealth advisor to deliver an exceptional client experience, leveraging your skills and expertise to drive results and growth.

What We Offer
  • A dynamic and supportive work environment, with opportunities for growth and development.
  • A comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan.
  • A hybrid work model, allowing you to balance work and personal life.
  • Flexible leave arrangements, enabling you to take time off when needed.
Requirements
  • Completed college and/or university diploma in a related field.
  • Two years of relevant experience in the banking, insurance, and/or financial industry.
  • Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course.
  • Excellent knowledge of the Microsoft Office suite.
  • Excellent customer service skills.
Language

English

Skills

Accountability, Client-focused, Communication, Detail-oriented, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Multitasking, Perseverent, Resiliency, Teamwork

Your Benefits

In addition to competitive compensation, 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 options.
  • Flexible group insurance.
  • Generous pension plan.
  • Employee Share Ownership Plan.
  • Employee and Family Assistance Program.
  • Preferential banking services.
  • Opportunities to get involved in community initiatives.
  • Telemedicine service.
  • Virtual sleep clinic.
We're Putting People First

We'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.

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