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Wealth Associate
2 months ago
We are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank Financial - Wealth Management. As a Wealth Associate, you will play a key role in supporting investment advisors in providing exceptional customer service and helping them to stand out in the market.
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 deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts, ensuring diligent follow-up
- Analyze, open, and update client files, producing portfolio management reports as needed
- Administer client files, managing agendas, scheduling appointments, and preparing client meetings
- Ensure adherence to compliance and risk management rules
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 across 100 branches. As a Wealth Associate, you will work closely with an investment advisor to offer an exceptional client experience, leveraging collaboration and partnership to drive success.
What We Offer- A hybrid (remote and in-office) work model, allowing for flexibility and work-life balance
- Competitive compensation and a wide range of benefits, including health and wellness programs, flexible group insurance, and a generous pension plan
- Opportunities for professional growth and development, with a focus on empowerment and inclusivity
- Completed college and/or university diploma in a related field
- Two years of relevant experience in the banking, insurance, and/or financial industry
- Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
- Excellent knowledge of the Microsoft Office suite
- Excellent customer service skills, organizational and priority management skills, and autonomy
