Wealth Management Associate
2 days ago
We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank. In this role, you will have the opportunity to work in synergy with clients and colleagues, providing exceptional customer service that will have a positive impact on our clients.
About the RoleThis is a part-time position requiring 0.6 to 0.8 FTE, with flexible working hours up to 32 hours per week. As a Wealth Management Associate, your primary responsibilities will include:
Ensuring effective communication between all parties (clients, advisors, and collaborators)
Providing superior customer service in person, on the phone, and by email
Analyzing client accounts to prepare for activities supporting wealth advisors in their business development
Diligently carrying out transactions related to investment accounts
Opening and updating client files
Coodinating advisors' agendas, scheduling appointments, and preparing client meetings
Ensuring adherence to compliance and risk management rules
National Bank Financial - Wealth Management is the fifth-largest investment brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients across approximately 100 branches. As a Wealth Management Associate, you will be part of a dynamic team that values collaboration and partnership.
We strive to contribute to your quality of life by offering flexibility in your work arrangements, including a hybrid work model, flexible leave, and work schedule arrangements to help you achieve work-life balance.
To succeed in this role, you will need:
A college diploma in a related field
At least one year of relevant experience in banking operations, customer service, or administration
Good knowledge of the Microsoft Office suite
Organizational and priority management skills
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Edmonton, Alberta, Canada National Bank Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing...
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Edmonton, Alberta, Canada National Bank Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing...
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