Wealth Associate

2 weeks ago

Calgary, Alberta, Canada NBC Full time
Job Title: Wealth Associate

At National Bank Financial – Wealth Management, we are seeking a highly motivated and detail-oriented Wealth Associate to join our team. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.

Key Responsibilities:
  • Support investment advisors in providing superior customer service and meet client requests
  • Carry out routine operations related to financial transactions, including purchases and sales of securities, and necessary transaction adjustments
  • Manage deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
  • Analyze, open, and update client files
  • Produce portfolio management reports
  • Manage client files by scheduling appointments, preparing client meetings, and ensuring adherence to compliance and risk management rules
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
What We Offer:
  • Competitive compensation
  • Flexible benefits package, including health and wellness program, flexible group insurance, generous pension plan, and employee share ownership plan
  • Opportunities for professional growth and development
  • A dynamic and inclusive work environment
About Us:

National Bank Financial – Wealth Management is a leading provider of wealth management services in Canada. We are committed to delivering exceptional client service and building long-term relationships with our clients. Our team is dedicated to helping our clients achieve their financial goals and aspirations.

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