Wealth Associate

2 months ago

Oakville, Ontario, 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.
  • Preferential banking services and opportunities to get involved in community initiatives.
  • A commitment to diversity, equity, and inclusion, with a focus on creating a barrier-free workplace for all employees.
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 and strong customer service skills.
Language

English

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