Associate (Hybrid) - Wealth Management

13 hours ago


Saguenay, Quebec, Canada National Bank Full time
Job Title: Associate (Hybrid) - Wealth Management

Join National Bank's Wealth Management team as an Associate and contribute to delivering exceptional client experiences. As a key member of our team, you will work closely with wealth advisors to provide top-notch customer service, analyze client accounts, and support business development activities.

Your Responsibilities:
  • Ensure seamless communication between clients, advisors, and internal stakeholders.
  • Provide exceptional customer service through various channels, including in-person, phone, and email.
  • Analyze client accounts to identify opportunities for wealth advisors to grow their business.
  • Process transactions related to investment accounts with accuracy and efficiency.
  • Manage client files and maintain accurate records.
  • Coordinate advisors' schedules, arrange meetings, and prepare client materials.
  • Ensure compliance with regulatory requirements and risk management policies.
Your Team:

National Bank Financial - Wealth Management is a leading investment brokerage firm in Canada, with a network of close to 1,000 investment advisors serving over 400,000 clients across 100 branches. As an Associate, you will work collaboratively with a wealth advisor to deliver an exceptional client experience.

We prioritize work-life balance and offer a hybrid work model, flexible scheduling, and generous leave policies to support your well-being.

Requirements:
  • College diploma in a related field.
  • At least one year of relevant experience in banking operations, customer service, or administration.
  • Proficiency in Microsoft Office suite.
  • Strong organizational and priority management skills.
  • An asset: completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course.
Benefits:

As a National Bank employee, you'll enjoy a comprehensive benefits package, including health and wellness programs, flexible group insurance, a generous pension plan, and more.



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