Wealth Associate
4 weeks ago
Join National Bank Financial – Wealth Management as a Wealth Associate and contribute to the success of our clients and team members. As a key member of our wealth management team, you will provide exceptional customer service and support to our investment advisors, helping them to deliver outstanding results to our clients.
Your 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, producing portfolio management reports as needed
- Ensure adherence to compliance and risk management rules
National Bank Financial – Wealth Management is a leading investment 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, 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, including training and mentorship programs
- 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
French
Skills:Accountability, Client-focused, Communication, Detail-oriented, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Multitasking, Perseverent, Resiliency, Teamwork
Your Benefits:- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- Telemedicine service
- Virtual sleep clinic
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