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Wealth Management Associate
2 months ago
We are seeking a highly skilled and motivated Associate to join our Wealth Management team at National Bank. As a key member of our team, you will play a critical role in delivering exceptional client service and supporting our wealth advisors in their business development.
Key Responsibilities- Provide superior customer service to clients, ensuring effective communication and resolution of their queries and concerns.
- Analyze client accounts to identify opportunities for growth and development, and prepare activities to support wealth advisors in their business development.
- Coordinate advisors' agendas, schedule appointments, and prepare clients for meetings.
- Ensure adherence to compliance and risk management rules, maintaining the highest standards of professionalism and integrity.
National Bank Financial – Wealth Management is a leading investment brokerage firm in Canada, with a strong presence in the market. Our team is dedicated to delivering exceptional client service and supporting our wealth advisors in their business development.
We offer a dynamic and inclusive work environment, with opportunities for growth and development. Our team is committed to excellence, and we are seeking a highly skilled and motivated Associate to join us.
What We Offer- A competitive compensation package, including a generous pension plan and employee share ownership plan.
- A comprehensive benefits package, including health and wellness programs, flexible group insurance, and employee and family assistance program.
- Opportunities for professional growth and development, including training and mentorship programs.
- A dynamic and inclusive work environment, with a strong focus on teamwork and collaboration.
- College diploma in a related field, such as business administration or finance.
- At least one year of relevant experience in a related field, such as banking operations or customer service.
- Good knowledge of the Microsoft Office suite, including Excel, Word, and PowerPoint.
- Organizational and priority management skills, with the ability to work in a fast-paced environment.
French is the primary language of communication in our team, and proficiency in French is required for this role.
