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Financial Operations Specialist

2 months ago

Barrie, Ontario, Canada National Bank Full time
Overview:
At National Bank, we're committed to delivering exceptional service and creating a positive impact on our clients' lives. Our Wealth Management team is dedicated to helping investment advisors provide superior customer service and achieve their goals.

Your Role:
In this key position, you will support our investment advisors in providing top-notch customer service, ensuring seamless operations, and driving results. Your primary responsibilities will include:
  1. Supporting investment advisors in delivering exceptional customer service and meeting client needs
  2. Carrying out routine financial transactions and managing client accounts with diligence and attention to detail
  3. Analyzing client files, opening new accounts, and updating existing ones to ensure accuracy and compliance
  4. Preparing portfolio management reports and maintaining accurate records
  5. Coordinating administrative tasks, including scheduling appointments, preparing client meetings, and ensuring adherence to regulatory requirements

About Us:
National Bank Financial – Wealth Management is a leading mutual funds brokerage firm in Canada, with close to 1,000 investment advisors managing assets for over 400,000 clients across 100 branches. We're a bank on a human scale that values courage, entrepreneurship, and people-centricity. Our mission is to have a positive impact on people's lives, and our core values of partnership, agility, and empowerment drive us forward.

What We Offer:
We're committed to fostering a dynamic work environment that promotes employee well-being, growth, and satisfaction. As a member of our team, you can expect:
  1. A competitive salary range of $60,000 - $80,000 annually, depending on experience
  2. A hybrid work model offering flexibility and work-life balance
  3. Opportunities for professional development and growth within the company
  4. Comprehensive benefits package, including health and wellness programs, flexible insurance options, and more

Requirements:
To succeed in this role, you'll need:
  1. A college diploma or university degree in a related field
  2. Two years of relevant experience in banking, insurance, or finance
  3. Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
  4. Excellent communication, organizational, and time management skills
  5. A strong understanding of Microsoft Office applications