Investment Support Specialist

6 days ago

Oakville, Ontario, Canada National Bank Full time
About the Role

We are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service and helping them to stand out in the industry.

Key Responsibilities
  • Support investment advisors in providing superior customer service and be available to meet client requests
  • Carry out routine operations related to financial transactions, including purchases and sales of securities, and necessary transaction adjustments
  • Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
  • Analyze, open, and update client files
  • Produce portfolio management reports
  • Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
  • Ensure adherence to compliance and risk management rules
About Our 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 in about 100 branches. As a Wealth Associate, you will team up with a wealth advisor to offer an exceptional client experience, and collaboration and partnership will be key to your success.

What We Offer
  • A dynamic work environment with cutting-edge collaboration tools
  • A hybrid (remote and in the office) work model to help you achieve work/life balance
  • Flexible leave arrangements to take when it's important to you
  • A competitive compensation package, including a generous pension plan and employee share ownership plan
  • A wide range of flexible benefits to help promote your wellbeing and that of your family
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

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