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Financial Services Professional

2 months ago

Edmonton, Alberta, Canada National Bank Full time
About the Role

We are seeking a highly motivated and detail-oriented Wealth Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a critical role in delivering exceptional client service and support to our clients.

Key Responsibilities
  • Client Service: Provide prompt and accurate responses to client inquiries, ensuring timely resolution of issues and concerns.
  • Collaboration: Work closely with our Investment Advisors to handle client requests, ensure accuracy of daily transactions and trades, and maintain a high level of client satisfaction.
  • Task Management: Coordinate with various departments, track important deadlines, and maintain a detailed task list to guarantee all client needs are addressed.
Team Dynamics

The Esposito Advisory Team is focused on delivering effective wealth strategies using a holistic family office approach for a select group of like-minded clients. We prioritize developing long-term relationships with clients and internally with our team members, fostering a culture of growth and collaboration.

Requirements
  • Education and Experience: Completion of the Canadian Securities Course and the Conduct and Practices Handbook Course, along with a securities license. Several years of experience in the investment sector and strong proficiency in Outlook Suite, particularly Excel.
  • Skills and Qualifications: Familiarity with a client management system and portfolio management reporting. Some exposure to options and life insurance would be advantageous. Self-motivated individual with strong initiative, able to work independently and as a valuable team player.
  • Business Acumen: Understands the importance of results in a business environment and is adaptable, with strong critical thinking, problem-solving, and organizational skills.
What We Offer

In addition to competitive pay, you will have access to a comprehensive range of flexible benefits to support your well-being and that of your family. These benefits include:

  • Health and Wellness Programs: Various options to support your physical and mental health.
  • Flexible Group Insurance: Comprehensive insurance coverage for you and your family.
  • Generous Pension Scheme: A secure retirement plan to ensure your financial future.
  • Employee Share Ownership Plan: An opportunity to share in the success of National Bank.
  • Employee and Family Assistance Program: Support for you and your loved ones.
  • Special Banking Services: Exclusive banking services tailored to your needs.
  • Community Involvement: Opportunities to engage in community projects and give back to society.
  • Telemedicine Services: Convenient access to medical care.
  • Virtual Sleep Clinic: Support for your sleep and overall well-being.
Our Culture

We value people-centricity, courage, and a spirit of entrepreneurship. Our mission is to make a positive difference in individuals' lives. We prioritize partnership, agility, and empowerment, with inclusivity at the heart of our commitment. We strive to create an accessible workplace for all employees and ensure our hiring process is entirely inclusive. If you require any accommodations, please don't hesitate to inform us during initial discussions. We welcome all applicants and look forward to hearing from you.