Wealth Associate

2 weeks ago

Richmond Hill, Ontario, Canada National Bank Full time
Job Summary:

As a Wealth Associate at National Bank, you will play a vital role in providing exceptional customer service to our clients. You will work closely with investment advisors to deliver outstanding results and build strong relationships with our clients.

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

About Us:
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 in about 100 branches. We offer a dynamic work environment, cutting-edge collaboration tools, and a positive employee experience. We actively listen to employees' ideas and encourage regular feedback and communication.

What We Offer:
We offer a wide range of benefits to support your wellbeing and that of your family, including health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan. We also offer opportunities to get involved in community initiatives and a telemedicine service.

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