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Wealth Associate
2 months ago
Join National Bank Financial as a Wealth Associate and contribute to the success of our clients and team members. As a key member of our Wealth Management team, you will play a vital role in providing exceptional customer service and supporting our investment advisors in their daily activities.
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
- 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
National Bank Financial is a leading investment brokerage firm in Canada, with a team of over 1,000 investment advisors managing the assets of more than 400,000 clients across 100 branches. As a Wealth Associate, you will work closely with a wealth advisor to provide an exceptional client experience, leveraging your skills and expertise to drive success.
What We Offer:- A dynamic work environment with cutting-edge collaboration tools
- A hybrid (remote and in-office) work model, flexible work arrangements, and flexible leave
- A comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan
- Opportunities for professional growth and development, including training and mentorship programs
- 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 Conduct and Practices Handbook
- Excellent knowledge of the Microsoft Office suite
- Excellent customer service skills
French
Skills:Accountability, Client-focused, Communication, Detail-oriented, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Multitasking, Perseverent, Resiliency, Teamwork