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Associate (On-Site) - Wealth Management
2 months ago
We are seeking a highly skilled and motivated 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 their needs are met and exceeded.
- Support investment advisors in their business development activities, including analyzing client accounts and preparing for activities that support their growth.
- Coordinate advisors' agendas, schedule appointments, and prepare clients for meetings.
- Ensure adherence to compliance and risk management rules, maintaining a high level of integrity and professionalism.
- Collaborate with colleagues to achieve team goals and objectives, fostering a positive and inclusive work environment.
National Bank Financial – Wealth Management is a leading mutual funds brokerage firm in Canada, with a strong presence in the market. Our team of over 1,000 investment advisors manages the assets of more than 400,000 clients across the country. As an Associate, you will be part of a dynamic and supportive team that is committed to delivering exceptional client service and driving business growth.
What We Offer- A competitive compensation package, including a comprehensive benefits program and opportunities for professional growth and development.
- A hybrid work model, allowing you to balance your work and personal life.
- Flexible leave arrangements, enabling you to take time off when needed.
- A dynamic and inclusive work environment, with opportunities to collaborate with colleagues and contribute to the success of the team.
- College diploma in a related field, such as business administration or finance.
- 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 and ability to learn new software quickly.
- Organizational and priority management skills, with the ability to work in a fast-paced environment.
French is the primary language of communication in this role, with some English proficiency required.
