Wealth Management Assistant

2 months ago

Drummondville, Quebec, Canada NBC Full time
About the Role

We are seeking a highly motivated and detail-oriented individual to join our Wealth Management team as an Assistant. In this role, you will have the opportunity to work closely with investment advisors and clients to provide exceptional customer service and support.

Key Responsibilities
  • Ensure effective communication between clients, advisors, and internal stakeholders
  • Provide superior customer service through various channels, including in-person, phone, and email
  • Analyze client accounts to identify opportunities for business development and growth
  • Process transactions related to investment accounts with accuracy and efficiency
  • Manage client files and maintain accurate records
  • Coordinate advisors' schedules and prepare for client meetings
  • Ensure compliance with regulatory requirements and risk management policies
About Our Team

National Bank Financial - Wealth Management is a leading provider of investment services in Canada, with a network of over 1,000 investment advisors and 100 branches. As a member of our team, you will have the opportunity to work in a dynamic and collaborative environment that values innovation and customer satisfaction.

What We Offer
  • A competitive compensation package
  • A comprehensive benefits program, including health and wellness initiatives
  • A generous pension plan and employee share ownership plan
  • Opportunities for professional development and growth
  • A flexible work environment that supports work-life balance
Requirements
  • College diploma in a related field
  • At least one year of relevant experience in a related field, such as banking operations or customer service
  • Strong knowledge of Microsoft Office and organizational skills

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