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Wealth Associate

1 month ago

Oakville, Ontario, Canada National Bank Full time
Job Title: Wealth Associate

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 play a vital role in providing exceptional customer service and supporting our wealth advisors in their daily activities.

Your Responsibilities:
  • Support wealth advisors in delivering superior customer service and meet client requests in a timely and professional manner.
  • Carry out routine financial transactions, including purchases and sales of securities, and ensure accurate transaction adjustments.
  • Manage client files, including deposit, withdrawal, transfer, and currency conversion instructions, and ensure diligent follow-up.
  • Analyze and update client files, producing portfolio management reports as needed.
  • Administer client files, managing agendas, scheduling appointments, and preparing client meetings.
  • Ensure compliance with regulatory requirements and risk management rules.
Your Team:

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 provide an exceptional client experience, fostering collaboration and partnership.

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.
  • A dynamic work environment with cutting-edge collaboration tools and 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.
Language:

English

Skills:

Accountability, Client-focused, Communication, Detail-oriented, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Multitasking, Perseverent, Resiliency, Teamwork

Your Benefits:

In addition to competitive compensation, you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.