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Wealth Management Associate

3 months ago

Saguenay, Quebec, Canada National Bank of Canada Full time

A position as an Associate within the Wealth Management division at National Bank offers a unique opportunity to demonstrate your ability to collaborate effectively with clients and team members. In this capacity, you will assist wealth advisors in delivering outstanding service that fosters a positive and lasting influence on our clientele. Specifically, you will be part of the David Guerin Wealth Management team.

Your Responsibilities:

  1. Facilitate clear communication among all stakeholders (clients, advisors, and various team members)
  2. Deliver exceptional customer service through face-to-face interactions, phone calls, and email correspondence
  3. Evaluate client accounts to prepare for initiatives that support wealth advisors in their growth
  4. Accurately execute transactions related to investment accounts
  5. Establish and maintain client files
  6. Organize advisors' schedules, arrange meetings, and prepare for client consultations
  7. Ensure compliance with regulatory and risk management standards

Your Team:

National Bank Financial – Wealth Management ranks as the fifth largest investment brokerage in Canada, employing nearly 1,000 investment advisors who manage the assets of over 400,000 clients across approximately 100 branches. Reporting to the regional manager, you will collaborate with a wealth advisor to provide an exceptional client experience. Teamwork and collaboration will be essential to your success.

We prioritize your work-life balance by offering flexible working arrangements. This includes a hybrid work model (combining remote and in-office work), adaptable work schedules, and flexible leave options that you can utilize as needed.

Qualifications:

  1. Completion of a college diploma in a relevant field
  2. A minimum of one year of pertinent experience in areas such as banking operations, customer service, or administration
  3. Proficient in the Microsoft Office suite
  4. Strong organizational and prioritization skills
  5. Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course is considered an asset.

Benefits:

  • Comprehensive health and wellness program with various options
  • Flexible group insurance plans
  • Generous pension scheme
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to engage in community initiatives
  • Telemedicine services
  • Virtual sleep clinic access

These are just a few of the benefits we offer. Our compensation package is designed to align with current trends and meet the needs of you and your family. Our dynamic work environment and advanced collaboration tools promote a positive employee experience. We value employee feedback and encourage ongoing communication through surveys and programs.

Our Commitment to People: We are a bank that values a human-centered approach, distinguished by our courage, entrepreneurial spirit, and dedication to individuals. Our mission is to positively impact the lives of our clients. Our core values of partnership, agility, and empowerment guide us, with inclusivity at the heart of our commitments. We strive to create a barrier-free workplace accessible to all employees. If you require accommodations during the recruitment process, please inform us during your initial conversations. We welcome all candidates and look forward to understanding what you can contribute to our team.