Wealth Management Associate
4 weeks ago
About the Role:
We are seeking a highly skilled and motivated Associate to join our Wealth Management team at National Bank. As a key member of our team, you will play a vital role in providing exceptional customer service to our clients and supporting our wealth advisors in their business development.
Key Responsibilities:
- Ensure effective communication between clients, advisors, and collaborators
- Provide superior customer service in person, on the phone, and by email
- Analyze client accounts to prepare for activities that support wealth 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
About Our Team:
National Bank Financial – Wealth Management is a leading investment brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients in about 100 branches. As a member of our team, you will have the opportunity to work with a wealth advisor to offer an exceptional client experience, collaboration, and partnership being key to your success.
What We Offer:
We want to contribute to your quality of life by offering you 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.
Requirements:
- College diploma in a related field
- At least one year of relevant experience in a related field such as banking operations, customer service, or administration
- Good knowledge of the Microsoft Office suite
- Organizational and priority management skills
Languages: English, French
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