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Wealth Associate

2 months ago

Calgary, Alberta, Canada NBC Full time
Job Title: Wealth Associate

At National Bank Financial – Wealth Management, we are seeking a highly motivated and detail-oriented Wealth Associate to join our team. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.

Key Responsibilities:
  • Support investment advisors in providing superior customer service and meet 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
Our Team:

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 a wealth advisor to deliver an exceptional client experience.

What We Offer:
  • A hybrid work model, allowing you to work remotely and in the office
  • Flexible work schedule arrangements to achieve work-life balance
  • Generous leave policies to support your well-being
  • A comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan
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
Skills:
  • Accountability
  • Client-focused
  • Communication
  • Detail-oriented
  • Diversity & Inclusion
  • Driving Results
  • Emotional Intelligence
  • Empathy
  • Humility
  • Initiative
  • Learning Agility
  • Multitasking
  • Perseverance
  • Resiliency
  • Teamwork