Wealth Management Associate

2 months ago


Vancouver, British Columbia, Canada NBC Full time
Job Summary

We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Management 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 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 and cutting-edge collaboration tools, and we are committed to fostering a positive employee experience.

Requirements:

  • 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
  • Bilingual skills - English and Cantonese

What We Offer:

  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment
  • A commitment to diversity and inclusion


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