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saint-prosper-de-dorchester, Canada National Bank Full timeA career as a Wealth Associate at National Bank Financial is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our
Wealth Associate
2 months ago
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 key role in supporting investment advisors in providing exceptional customer service and helping them to stand out in the market.
Key Responsibilities- Support investment advisors in providing superior customer service and meeting client requests
- Carry out routine operations related to financial transactions, including purchases and sales of securities, and necessary transaction adjustments
- Manage client files, including deposit, withdrawal, transfer, and currency conversion instructions
- Analyze and update client files, and produce portfolio management reports
- Ensure adherence to compliance and risk management rules
National Bank Financial - Wealth Management is a leading mutual funds brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients across 100 branches. As a Wealth Associate, you will work closely with an investment advisor to offer an exceptional client experience and contribute to the success of our team.
What We Offer- A dynamic work environment with cutting-edge collaboration tools
- A hybrid (remote and in-office) work model and flexible work schedule arrangements
- A comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan
- Opportunities for professional growth and development, including training and mentorship programs
- 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
