Senior Financial Services Coordinator
2 weeks ago
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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