Wealth Management Professional

3 weeks ago

Edmonton, Alberta, Canada NBC Full time
Job Title: Wealth Associate

We are seeking a highly motivated and experienced Wealth Associate to join our team at NBC. As a Wealth Associate, you will be responsible for providing exceptional client service, managing client relationships, and contributing to the growth and success of our wealth management practice.

Key Responsibilities:
  • Act as the primary point of contact for clients, providing prompt and informative responses to inquiries via phone and email.
  • Coordinate with various departments, manage key client deadlines, and maintain detailed records to ensure all client needs are met.
  • Collaborate and support all team members to deliver exceptional client service.
  • Contribute to new and ongoing marketing initiatives.
  • Engage in continuous learning and development to enhance skills and knowledge.
Requirements:
  • Extensive experience in the investment industry with a strong working knowledge of Microsoft Suite applications, especially Excel.
  • Proficiency in client management systems and portfolio management reporting.
  • Self-motivated and proactive, capable of working independently while contributing effectively within a team.
  • Results-driven mindset with exceptional critical thinking, problem-solving, and organizational skills.
  • Ability to adapt quickly and reprioritize tasks to meet deadlines effectively.
  • High attention to detail, accuracy, and commitment to client confidentiality.
What We Offer:
  • Competitive compensation package.
  • Flexible benefits to promote your wellbeing and that of your family.
  • Opportunities for professional growth and development.
  • A dynamic work environment that encourages innovative thinking and problem-solving.
About Us:

NBC is a respected leader in the financial community, specializing in wealth management, financial planning, and individual insurance services. We are committed to delivering unparalleled value to our clients and fostering a positive employee experience.

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