Senior Wealth Professional

1 month ago

Richmond Hill, Ontario, Canada National Bank Full time
Job Overview

We are seeking a highly skilled and motivated individual to join our team as a Wealth Associate at National Bank. This is an exciting opportunity to work in a dynamic environment where you will be responsible for providing exceptional customer service, supporting investment advisors, and contributing to the growth and success of our organization.

About the Role
  • Support investment advisors in delivering outstanding customer service and meeting client requests.
  • Carry out routine financial transactions, including purchases and sales of securities, and transaction adjustments.
  • Process deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts, ensuring diligent follow-up.
  • Analyze, open, and update client files.
  • Prepare portfolio management reports.
  • Manage administrative tasks, including scheduling appointments and preparing client meetings.
  • Maintain adherence to compliance and risk management rules.
What We Offer

As a Wealth Associate, you will have access to a comprehensive range of benefits, including:

  • A competitive salary: $60,000 - $80,000 per year, based on experience and qualifications.
  • 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.
  • Initiatives promoting community involvement.
  • Telemedicine service.
  • Virtual sleep clinic.
Requirements

To be successful in this role, you will require:

  • A 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.
  • Organizational and priority management skills.
  • Autonomous, dynamic, and meticulous approach.

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