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Business Development Associate
2 months ago
We are seeking a highly motivated and detail-oriented Business Development Associate to join our team at National Bank. As a key member of our Wealth Management group, you will play a critical role in supporting our wealth advisors in delivering exceptional client experiences.
Key Responsibilities- Provide exceptional customer service to clients through phone, email, and in-person interactions
- Assist wealth advisors in managing client relationships, including coordinating meetings and follow-ups
- Develop and maintain knowledge of our IT tools and systems to provide technical support to clients
- Write and distribute client-directed communications, such as newsletters and updates
- Coordinate team meetings and events, including booking meeting rooms and restaurants as needed
- Develop and maintain marketing materials to promote our services
- Manage the team's brand image and social media presence
- Provide administrative support to team members during peak periods
- Verify client information through phone or video conferences to ensure data accuracy
National Bank Financial - Wealth Management is a leading investment brokerage firm in Canada, with a network of over 1,000 investment advisors serving more than 400,000 clients across 100 branches. As a Business Development Associate, you will work closely with a wealth advisor to deliver exceptional client experiences and drive business growth.
What We Offer- A dynamic work environment with cutting-edge collaboration tools
- A hybrid work model with flexible scheduling options
- A comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan
- Opportunities for professional growth and development
- A commitment to diversity, equity, and inclusion
- Completed college and/or university diploma in communications or a related field
- Customer service experience
- Strong communication and writing skills
- Knowledge of Office Suite 365 and comfortable using IT tools
