Associate - Wealth Management Team Member
1 week ago
We are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and helping them achieve their business goals.
Key Responsibilities- Client Communication: Ensure effective communication between clients, advisors, and various collaborators to provide seamless service.
- Customer Service: Provide superior customer service in person, on the phone, and through email to meet client needs.
- Account Analysis: Analyze client accounts to prepare for activities that support wealth advisors in their business development.
- Transaction Management: Diligently carry out transactions related to investment accounts to ensure accuracy and efficiency.
- File Management: Open and update client files to maintain accurate and up-to-date records.
- Agenda Coordination: Coordinate advisors' agendas, schedule appointments, and prepare clients for meetings.
- Compliance and Risk Management: Ensure adherence to compliance and risk management rules to maintain a secure and trustworthy environment.
National Bank Financial - Wealth Management is a leading mutual funds brokerage firm in Canada, with a network of close to 1,000 investment advisors who manage the assets of over 400,000 clients across 100 branches.
What We Offer- Flexible Work Arrangements: We offer a hybrid work model that allows for remote and in-office work to promote work-life balance.
- Competitive Compensation: Our compensation package is designed to attract and retain top talent in the industry.
- Benefits and Perks: We offer a comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan.
- Professional Development: We invest in our employees' growth and development through training and mentorship opportunities.
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Brossard, Quebec, Canada NBC Full time{"h1": "Wealth Associate Job Description", "p": "At National Bank Financial - Wealth Management, we're looking for a skilled Wealth Associate to join our team. As a Wealth Associate, you will play a key role in supporting investment advisors in providing exceptional customer service and meeting client requests. Your responsibilities will include carrying out...
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Brossard, Quebec, Canada NBC Full time{"h1": "Wealth Associate Job Description", "p": "At National Bank Financial - Wealth Management, we're looking for a skilled Wealth Associate to join our team. As a Wealth Associate, you will play a key role in supporting investment advisors in providing exceptional customer service and meeting client requests. Your responsibilities will include carrying out...
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