Wealth Associate
4 weeks ago
We are seeking a highly skilled and detail-oriented Wealth Associate to join our team at National Bank Financial. As a Wealth Associate, you will play a critical role in providing exceptional customer service to our clients and supporting our wealth advisors in their daily activities.
Key Responsibilities
* Provide superior customer service to clients, responding to their inquiries and resolving any issues in a timely and professional manner
* Support wealth advisors in their daily activities, including preparing client files, analyzing financial data, and performing administrative tasks
* Carry out routine operations related to financial transactions, such as purchases and sales of securities, and ensure that all transactions are accurately recorded and reported
* Analyze and update client files, ensuring that all information is up-to-date and accurate
* Produce portfolio management reports, providing clients with detailed information about their investments
* Ensure adherence to compliance and risk management rules, maintaining the highest level of integrity and professionalism in all aspects of your work
About Us
National Bank Financial is a leading investment brokerage firm in Canada, with a strong commitment to providing exceptional service to our clients. We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and detail-oriented individual who is passionate about providing exceptional customer service, we encourage you to apply for this exciting opportunity.
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
What We Offer
We offer a competitive compensation package, including a comprehensive benefits program, flexible work arrangements, and opportunities for professional growth and development. If you are a motivated and detail-oriented individual who is passionate about providing exceptional customer service, we encourage you to apply for this exciting opportunity.
How to Apply
If you are interested in this exciting opportunity, please submit your resume and cover letter to us. We thank all applicants for their interest; however, only those selected for an interview will be contacted.
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