Wealth Associate
4 weeks ago
Join National Bank as a Wealth Associate and contribute to the success of our clients by providing exceptional customer service and support to our wealth advisors.
Key Responsibilities:
- Support investment advisors in providing superior customer service and meeting client requests
- Carry out routine operations related to financial transactions, including purchases and sales of securities
- Manage client files, including deposits, withdrawals, transfers, and currency conversions
- Analyze and update client files, producing portfolio management reports as needed
- Ensure adherence to compliance and risk management rules
About the Team:
National Bank Financial – Wealth Management is a leading investment brokerage firm in Canada, with a team of close to 1,000 investment advisors managing the assets of over 400,000 clients across 100 branches.
What We Offer:
- A dynamic work environment with cutting-edge collaboration tools
- A hybrid (remote and in-office) work model and flexible leave arrangements
- A comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan
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
Language: English
Skills: Accountability, Client-focused, Communication, Critical Thinking, Cybersecurity, Detail-oriented, Digital literacy, Information Analysis, Initiative, Learning Agility, Multitasking, Organization Skills, Problem Solving, Resiliency, Solution implementation
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