Senior Financial Services Coordinator

2 weeks ago


London, Ontario, Canada National Bank of Canada Full time

Company Overview:

National Bank Financial – Wealth Management is a leading investment brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients across 100 branches.

About the Role:

We are seeking a highly skilled and detail-oriented Senior Financial Services Coordinator to join our team. As a key member of our wealth management team, you will work closely with investment advisors to provide exceptional customer service and support the administration of client accounts.

Key Responsibilities:

  • Support investment advisors in providing superior customer service and meeting 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
  • Produce portfolio management reports
  • Manage client files by scheduling appointments, preparing client meetings, and ensuring compliance with regulations

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

Compensation and Benefits:

The estimated annual salary for this role is $65,000-$80,000, depending on experience. In addition to competitive compensation, you will be eligible for a wide range of benefits, including health and wellness programs, flexible group insurance, a generous pension plan, employee share ownership plan, and more.

Why Join Us?

At National Bank of Canada, we prioritize people-first approach, agility, and empowerment. We foster a positive employee experience through dynamic work environments and cutting-edge collaboration tools. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments.



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