Wealth Management Associate
4 weeks ago
We are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and helping them stand out in the market.
Key Responsibilities- Ensure seamless communication between clients, advisors, and internal stakeholders
- Provide top-notch customer service through various channels
- Analyze client accounts to identify opportunities for wealth advisors to grow their business
- Execute transactions related to investment accounts with precision and accuracy
- Manage client files and maintain accurate records
- Coordinate advisors' schedules and prepare for client meetings
- Ensure compliance with regulatory requirements and risk management policies
National Bank Financial - Wealth Management is a leading investment brokerage firm in Canada, with a strong presence in over 100 branches. As an Associate, you will work closely with a wealth advisor to provide an exceptional client experience and contribute to the team's success.
What We Offer- A dynamic work environment with cutting-edge collaboration tools
- A hybrid work model with flexibility to balance work and life
- Competitive compensation and a wide range of benefits to support your wellbeing and that of your family
- Opportunities for professional growth and development
- College diploma in a related field
- At least one year of relevant experience in a related field, such as banking operations, customer service, or administration
- Strong knowledge of the Microsoft Office suite
- Excellent organizational and priority management skills
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