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Wealth Management Associate
2 months ago
We are seeking a highly skilled and motivated Wealth Management Associate to join our team at National Bank. As a key member of our financial services team, you will play a critical role in providing exceptional customer service and supporting our investment advisors in delivering outstanding results.
Key Responsibilities- Customer Service: Provide superior customer service to clients, responding to their needs and requests in a timely and professional manner.
- Financial Transactions: Carry out routine operations related to financial transactions, including purchases and sales of securities, transaction adjustments, and other related tasks.
- Account Management: Manage client accounts, ensuring accurate and timely processing of deposits, withdrawals, transfers, and currency conversions.
- File Management: Analyze, open, and update client files, ensuring all necessary information is accurate and up-to-date.
- Reporting: Produce portfolio management reports, providing clients with detailed information about their investments.
- Administrative Support: Provide administrative support to investment advisors, including managing agendas, scheduling appointments, and preparing client meetings.
- Compliance: Ensure adherence to compliance and risk management rules, maintaining the highest standards of ethics and integrity.
Our team at National Bank Financial - Wealth Management is a dynamic and collaborative group of professionals dedicated to delivering exceptional results. As a Wealth Management Associate, you will work closely with our investment advisors to provide outstanding customer service and support.
What We Offer- Competitive Compensation: We offer a competitive salary and benefits package, including a hybrid work model, flexible work arrangements, and a generous pension plan.
- Professional Development: We are committed to helping our employees grow and develop their careers, with opportunities for training and professional development.
- Collaborative Work Environment: Our team is dedicated to creating a positive and inclusive work environment, where everyone feels valued and supported.
- Education: Completed college and/or university diploma in a related field, such as finance, business, or a related field.
- Experience: Two years of relevant experience in the banking, insurance, and/or financial industry.
- Certifications: Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course.
- Skills: Excellent knowledge of the Microsoft Office suite, excellent customer service skills, and strong analytical and problem-solving skills.
