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Wealth Management Associate
2 months ago
This is a dynamic opportunity to join our team as a Wealth Management Associate at National Bank. As a key member of our Wealth Management team, you will play a vital role in supporting our investment advisors in providing exceptional customer service to our clients.
Key Responsibilities- Client Support: Provide superior customer service to clients, responding to their requests and inquiries in a timely and professional manner.
- Financial Transactions: Carry out routine operations related to financial transactions, including purchases and sales of securities, transaction adjustments, and other related tasks.
- Account Management: Manage client accounts, ensuring accurate and timely processing of deposits, withdrawals, transfers, and currency conversions.
- File Management: Analyze, open, and update client files, ensuring all necessary information is up-to-date and accurate.
- Reporting: Produce portfolio management reports, providing clients with detailed information about their investments.
- Administrative Support: Provide administrative support to investment advisors, including managing agendas, scheduling appointments, and preparing client meetings.
- Compliance: Ensure adherence to compliance and risk management rules, maintaining the highest standards of ethics and integrity.
National Bank Financial - Wealth Management is a leading mutual funds brokerage firm in Canada, with a strong presence in the market. Our team of over 1,000 investment advisors manages the assets of more than 400,000 clients across 100 branches. As a Wealth Management Associate, you will work closely with an investment advisor to provide exceptional client service and support.
What We Offer- Flexibility: We offer a hybrid work model, allowing you to balance your work and personal life.
- Competitive Compensation: You will be eligible for a competitive compensation package, including benefits and perks.
- Professional Development: We invest in our employees' growth and development, providing opportunities for training and advancement.
- Collaborative Environment: Our team is dedicated to providing exceptional client service, and we work together to achieve our goals.
- Education: A college and/or university diploma in a related field, such as finance or business.
- Experience: Two years of relevant experience in the banking, insurance, or financial industry.
- Certifications: Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course.
- Skills: Excellent knowledge of the Microsoft Office suite and excellent customer service skills.
