Wealth Management Associate
7 hours ago
We are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our investment advisors in delivering exceptional client service and driving business growth.
Key Responsibilities- Provide exceptional customer service to clients, ensuring timely and accurate resolution of their queries and concerns.
- Assist investment advisors in analyzing client accounts, preparing for activities that support their business development, and carrying out transactions related to investment accounts.
- Coordinate advisors' agendas, schedule appointments, and prepare clients' meetings, ensuring seamless communication between all parties.
- Ensure adherence to compliance and risk management rules, maintaining a high level of integrity and professionalism in all interactions.
National Bank Financial – Wealth Management is a leading mutual funds brokerage firm in Canada, with a strong presence in over 100 branches. Our team of close to 1,000 investment advisors manages the assets of more than 400,000 clients, providing a unique opportunity for growth and development.
What We OfferWe are committed to providing a dynamic work environment that fosters collaboration, innovation, and employee well-being. Our benefits package includes a comprehensive health and wellness program, flexible group insurance, and a generous pension plan, among others.
Requirements- College diploma in a related field, such as banking operations, customer service, or administration.
- At least one year of relevant experience in a related field, with a strong understanding of the Microsoft Office suite.
- Excellent organizational and priority management skills, with the ability to work in a fast-paced environment.
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