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Wealth Associate

2 months ago

Calgary, Alberta, Canada National Bank Full time
Job Title: Wealth Associate

Join National Bank Financial – Wealth Management as a Wealth Associate and contribute to the success of our clients and team members. As a key member of our wealth management team, you will provide exceptional customer service and support to our investment advisors, helping them deliver outstanding results to our clients.

Your Responsibilities:
  • Support investment advisors in providing superior customer service and meeting client requests
  • Carry out routine operations related to financial transactions, including purchases and sales of securities, and necessary transaction adjustments
  • Manage client files, including deposit, withdrawal, transfer, and currency conversion instructions, and ensure diligent follow-up
  • Analyze and update client files, producing portfolio management reports as needed
  • Administer client files, managing agendas, scheduling appointments, and preparing client meetings
  • Ensure adherence to compliance and risk management rules
Your Team:

National Bank Financial – Wealth Management is a leading investment brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients across 100 branches. As a Wealth Associate, you will work closely with a wealth advisor to deliver an exceptional client experience, leveraging collaboration and partnership to drive success.

What We Offer:
  • A dynamic work environment with cutting-edge collaboration tools
  • A hybrid (remote and in-office) work model, flexible work schedule arrangements, and flexible leave options
  • A comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan
  • Opportunities to get involved in community initiatives and contribute to the well-being of our employees and their families
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