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Investment Client Advisor

3 months ago

Edmonton, Alberta, Canada NBC Full time

Area of Interest: Wealth Management

Are you an experienced professional in the investment sector who is dedicated to providing outstanding client support? Do you excel in a vibrant, fast-paced setting where you can take charge of your responsibilities and create a significant impact? If this resonates with you, we invite you to explore this opportunity.

About Us

Become a part of NBC, a distinguished entity in the financial services landscape. We focus on wealth management, financial advisory, and personalized insurance solutions, committed to delivering exceptional value to our clientele. Anticipate an engaging atmosphere that fosters innovative thought and effective problem-solving.

What You'll Do

  • Serve as the main contact for clients, offering timely and informative responses to inquiries through various communication channels.
  • Collaborate with multiple departments, oversee critical client timelines, and maintain comprehensive records to ensure all client requirements are fulfilled.
  • Work closely with team members to provide outstanding client service.
  • Participate in the development of new and ongoing marketing strategies.
  • Engage in continuous professional development to enhance your skills and knowledge.

What We're Looking For

Requirements:

  • Significant experience in the investment field with a solid understanding of Microsoft Office applications, particularly Excel.
  • Expertise in client management systems and portfolio performance reporting.
  • Self-driven and proactive, able to work independently while effectively contributing to a team.
  • Results-oriented mindset with exceptional analytical, problem-solving, and organizational abilities.
  • Capacity to swiftly adapt and reorder tasks to meet deadlines efficiently.
  • High level of attention to detail, accuracy, and dedication to client confidentiality.

Your Team

Join our elite Wealth Management team, composed of passionate, client-centric, community-focused, and solution-driven professionals. We prioritize delivering exceptional service and ensuring that all client needs are addressed.

Skills

Accountability, Client Focus, Communication, Detail Orientation, Diversity & Inclusion, Results Orientation, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Multitasking, Perseverance, Resilience, Teamwork

Your Benefits

In addition to competitive remuneration, upon joining, you will have access to a comprehensive range of flexible benefits designed to promote your well-being and that of your family.

  • Health and wellness initiatives, including various options
  • Flexible group insurance plans
  • Generous retirement savings plan
  • Employee Share Ownership Program
  • Employee and Family Assistance Services
  • Preferential banking options
  • Opportunities to engage in community initiatives
  • Telemedicine services
  • Virtual sleep clinic

These are just a few of the benefits available to you. We offer a package that aligns with current trends and meets the needs of you and your family.

Our dynamic work environment and advanced collaboration tools promote a positive employee experience. We actively seek and value employee feedback through surveys and programs, fostering ongoing communication.

We're Putting People First:

We are a bank that prioritizes a human-centered approach, distinguished by our courage, entrepreneurial spirit, and commitment to people. Our mission is to positively influence the lives of individuals. Our core values of partnership, agility, and empowerment guide us, with inclusivity at the heart of our commitments. We strive to create a barrier-free workplace accessible to all employees.

We aim for our recruitment process to be fully inclusive. If you require accommodations, please inform us during your initial conversations. We welcome all candidates. What can you contribute to our team?

Come and realize your ambitions with us.