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Wealth Management Associate

2 months ago

Kirkland, Quebec, Canada National Bank Full time
About the Role

We are seeking a highly skilled and motivated Wealth Management Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a critical role in supporting our investment advisors in providing exceptional customer service to our clients.

Key Responsibilities
  • Client Support: Provide superior customer service to clients, responding to their requests and inquiries in a timely and professional manner.
  • Financial Transactions: Carry out routine operations related to financial transactions, including purchases and sales of securities, transaction adjustments, and deposit, withdrawal, transfer, and currency conversion instructions.
  • Client File Management: Analyze, open, and update client files, produce portfolio management reports, and ensure diligent follow-up on client requests.
  • Administrative Support: Manage client files, schedule appointments, and prepare client meetings, ensuring adherence to compliance and risk management rules.
About Our Team

Our Wealth Management team is a dynamic and collaborative group of professionals who are passionate about delivering exceptional client experiences. As a Wealth Management Associate, you will work closely with our investment advisors to provide tailored solutions to our clients' financial needs.

What We Offer
  • Competitive Compensation: A competitive salary and benefits package that reflects your value to our organization.
  • Professional Development: Opportunities for professional growth and development, including training and mentorship programs.
  • Flexible Work Arrangements: A hybrid work model that allows you to balance your work and personal life.
  • Employee Benefits: A comprehensive benefits package that includes health and wellness programs, flexible group insurance, and a generous pension plan.
Requirements
  • Education: A college and/or university diploma in a related field.
  • Experience: Two years of relevant experience in the banking, insurance, and/or financial industry.
  • Skills: Excellent knowledge of the Microsoft Office suite, excellent customer service skills, and the ability to work in a fast-paced environment.