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Wealth Associate

2 months ago

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

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
About the Team:

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
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 Conduct and Practices Handbook
  • Excellent knowledge of the Microsoft Office suite
  • Excellent customer service skills
Language:

French

Skills:

Accountability, Client-focused, Communication, Detail-oriented, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Multitasking, Perseverent, Resiliency, Teamwork