Wealth Management Assistant

3 weeks ago

Ottawa, Ontario, Canada NBC Full time
Job Title: Associate

At National Bank Financial – Wealth Management, we're seeking a highly motivated and detail-oriented Associate to join our team. As an Associate, you will play a vital role in supporting our investment advisors in delivering exceptional client service.

Key Responsibilities:
  • Provide exceptional customer service to clients, ensuring their needs are met and exceeded.
  • Assist investment advisors in their business development activities, including analyzing client accounts and preparing for activities that support their growth.
  • Coordinate advisors' agendas, schedule appointments, and prepare clients for meetings.
  • Ensure adherence to compliance and risk management rules, maintaining a high level of integrity and professionalism.
About Us:

National Bank Financial – Wealth Management is a leading mutual funds brokerage firm in Canada, with a strong presence in over 100 branches. We're committed to delivering exceptional client experiences and fostering a positive work environment.

What We Offer:
  • A competitive compensation package, including a hybrid work model and flexible leave arrangements.
  • A comprehensive benefits program, including health and wellness initiatives, group insurance, and a generous pension plan.
  • Opportunities for professional growth and development, with a focus on empowering our employees to succeed.
Requirements:
  • College diploma in a related field, such as business administration or finance.
  • At least one year of relevant experience in a related field, including banking operations, customer service, or administration.
  • Excellent communication and organizational skills, with the ability to work effectively in a team environment.

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