Senior Wealth Management Assistant

1 week ago

SaintJérôme, Quebec, Canada National Bank Full time

As a Senior Wealth Management Assistant at National Bank, you'll have the opportunity to work in synergy with clients and colleagues. In this role, you'll help investment advisors stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

Your Job
  • Ensure effective communication between all parties (clients, advisors, and various collaborators)
  • Provide superior customer service in person, on the phone, and by email
  • Analyze client accounts to prepare for activities that support investment advisors in their business development
  • Diligently carry out transactions related to investment accounts
  • Open and update client files
  • Coordinate advisors' agendas, schedule appointments, and prepare clients meetings
  • Ensure adherence to compliance and risk management rules

Our team is part of National Bank Financial - Wealth Management, the fifth largest mutual funds brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches.

You will be reporting to the regional manager, working closely with an investment advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

What We Offer

We want to contribute to your quality of life by offering as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Salary and Benefits

The estimated salary for this position is $60,000 per year, plus a wide range of benefits to help promote your wellbeing and that of your family.

In addition to competitive compensation, upon hiring, you'll be eligible for a 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, opportunities to get involved in community initiatives, telemedicine service, and virtual sleep clinic.

About Us

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.

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