Wealth Associate

4 weeks ago

ThetfordMines, Quebec, Canada National Bank Full time
Job Summary

We are seeking a highly skilled and detail-oriented Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.

Key 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
  • Manage client files, including deposit, withdrawal, transfer, and currency conversion instructions
  • Analyze and update client files, and produce portfolio management reports
  • Ensure adherence to compliance and risk management rules

About Us:

National Bank Financial - Wealth Management is a leading investment brokerage firm in Canada, with a strong presence in over 100 branches. We are committed to providing our clients with exceptional service and support, and we are looking for talented individuals to join our team.

What We Offer:

  • A competitive compensation package
  • A comprehensive benefits program, including health and wellness benefits, flexible group insurance, and a generous pension plan
  • Opportunities for professional growth and development
  • A dynamic and inclusive work environment

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

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