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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 of Canada presents an excellent opportunity to demonstrate your capacity for collaboration with clients and team members. In this capacity, you will assist wealth advisors in delivering outstanding service that fosters a positive, enduring relationship with our clients. Specifically, you will be part of the David Guerin Wealth Management team.

Your Responsibilities:

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

Your Team:

National Bank Financial – Wealth Management ranks as the fifth largest investment brokerage firm in Canada, with nearly 1,000 investment advisors managing 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. Success in this role will hinge on effective collaboration and partnership.

We are committed to enhancing your quality of life by offering flexibility in your work arrangements. For instance, we provide a hybrid work model (combining remote and in-office work), customizable work schedules to support work/life balance, and flexible leave options that can be utilized as needed.

Qualifications:

  1. 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 for community involvement
  • Telemedicine services
  • Virtual sleep clinic

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

Our Commitment to People: We are a bank that prioritizes human connection, characterized by our courage, entrepreneurial spirit, and dedication to individuals. Our mission is to positively influence the lives of our clients. Our core values of partnership, agility, and empowerment guide us, with inclusivity being central to our commitments. We strive to maintain a barrier-free workplace accessible to all employees. We aim for our recruitment process to be fully inclusive. If you require accommodations, please inform us during your initial conversations. We welcome all candidates to explore what they can contribute to our team.