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Business Development Associate
2 months ago
We are seeking a highly skilled and motivated Business Development Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a critical role in helping our wealth advisors deliver exceptional client service and drive business growth.
Key Responsibilities- Provide exceptional client service and support to our wealth advisors, including handling incoming calls and emails, distributing tasks, and following up on active files.
- Assist clients in using our IT tools and write client-directed communications to help them achieve their financial goals.
- Manage the team's agenda, coordinate meetings, and make reservations as needed.
- Develop and maintain marketing materials and ensure our brand image is consistently represented across all channels.
- Optimize our social media presence and provide administrative support to team members during peak periods.
- Verify client information by phone or video conference to ensure data accuracy.
National Bank Financial – Wealth Management is a leading investment brokerage firm in Canada, with a team of close to 1,000 investment advisors managing the assets of over 400,000 clients across 100 branches. As a Business Development Associate, you will work closely with a wealth advisor to deliver an exceptional client experience and drive business growth.
What We OfferWe are committed to providing a flexible and supportive work environment that allows you to achieve a healthy work-life balance. Our hybrid work model, flexible leave, and work schedule arrangements will give you the freedom to manage your time effectively and prioritize your well-being.
Requirements- Completed college and/or university diploma in communications or a related field.
- Customer service experience and strong communication and writing skills.
- Knowledge of Office Suite 365 and comfortable using IT tools.
- Proficiency in English and French.
We offer a comprehensive benefits package, including health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan. You will also have access to preferential banking services, employee and family assistance programs, and opportunities to get involved in community initiatives.