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Financial Services Associate

2 months ago


Chicoutimi, Canada National Bank Full time
About the Role

We are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.

Key Responsibilities
  • Provide exceptional customer service to clients, responding to their inquiries and resolving issues in a timely and professional manner.
  • Assist wealth advisors in preparing for client meetings, analyzing client accounts, and coordinating activities to support business development.
  • Ensure effective communication between clients, advisors, and internal stakeholders, maintaining accurate records and updating client files as needed.
  • Coordinate advisors' agendas, schedule appointments, and prepare for client meetings, ensuring seamless execution and follow-up.
  • Adhere to compliance and risk management rules, maintaining a high level of integrity and professionalism in all interactions.
About Our Team

National Bank Financial - Wealth Management is a leading investment brokerage firm in Canada, with a strong presence in over 100 branches. Our team of close to 1,000 investment advisors manages the assets of more than 400,000 clients, providing a unique opportunity for growth and development.

We value flexibility and work-life balance, offering a hybrid work model, flexible scheduling, and generous leave policies to support our employees' well-being.

Requirements
  • 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, customer service, or administration.
  • Good knowledge of the Microsoft Office suite and organizational skills.
  • Asset: Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course.
What We Offer

In addition to competitive compensation, we offer a wide range of benefits to support your well-being and that of your family, including health and wellness programs, flexible group insurance, and a generous pension plan.

We are committed to creating a positive employee experience, fostering a dynamic work environment, and encouraging open communication and feedback.

We are an equal opportunities employer, committed to diversity and inclusion, and welcome applications from all qualified candidates.