Wealth Associate Specialist
2 days ago
We are seeking a highly skilled Wealth Associate to join our team at National Bank Private Banking 1859. As a key member of our team, you will play a crucial role in providing exceptional client service and supporting our Wealth Advisors in managing high net worth client accounts.
About the Role- Assist Wealth Advisors in administrative tasks related to client account management
- Provide superior client service to ensure long-term positive impact on clients
- Perform tasks such as fund transfers, contributions, withdrawals, and monitoring transactions
- Maintain client files according to industry requirements
- Manage agendas, schedule appointments, and prepare for client meetings
- Help identify client needs and assist in analysis and client preparation materials
- Participate in business development activities and stay up-to-date with operational and regulatory knowledge
- College diploma in administration (Bachelor of Business Administration is an asset)
- Minimum of 3 years' industry experience
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Good knowledge of Microsoft Suite (PowerPoint, Word, and Excel)
- Ability to learn computer systems quickly
- Strong oral and written communication skills
- Client service experience
- Ability to bring the Bank's values to life within the team
- Organizational skills, autonomy, and initiative
- Competitive compensation package
- 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
National Bank is a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us.
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