Wealth Associate

2 weeks ago

ThetfordMines, Quebec, Canada National Bank Full time
Job Title: Wealth Associate

Join National Bank Financial - Wealth Management, the fifth largest investment brokerage firm in Canada, as a Wealth Associate. In this role, you will work in synergy with clients and colleagues to provide exceptional customer service and support investment advisors in their daily activities.

Your Responsibilities:
  • Support investment advisors in providing superior customer service and meet client requests.
  • Carry out routine operations related to financial transactions, including purchases and sales of securities, and necessary transaction adjustments.
  • Ensure diligent follow-up on deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts.
  • Analyze, open, and update client files, and produce portfolio management reports.
  • Manage client files by scheduling appointments, preparing client meetings, and ensuring adherence to compliance and risk management rules.
Your Team:

You will be part of National Bank Financial - Wealth Management, a dynamic team of over 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience.

What We Offer:
  • A hybrid (remote and in the office) work model to help you achieve work/life balance.
  • Flexible leave that you can take when it's important to you.
  • A wide range of flexible benefits to help promote your wellbeing and that of your family, including health and wellness programs, 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 and excellent customer service skills.

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