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Brossard, Quebec, Canada NBC Full time{"h1": "Wealth Associate Job Description", "p": "At National Bank Financial - Wealth Management, we're looking for a skilled Wealth Associate to join our team. As a Wealth Associate, you will play a key role in supporting investment advisors in providing exceptional customer service and meeting client requests. Your responsibilities will include carrying out...
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Financial Associate
1 month ago
We are seeking a highly motivated and detail-oriented 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 achieve their business goals.
Key Responsibilities- Provide exceptional customer service to clients, responding to their inquiries and resolving issues in a timely and professional manner.
- Assist wealth advisors in preparing for client meetings, including analyzing client accounts and preparing relevant information.
- Coordinate client meetings and appointments, ensuring that all necessary materials are prepared and available.
- Ensure compliance with regulatory requirements and risk management policies.
- Collaborate with other team members to achieve team goals and objectives.
National Bank Financial - Wealth Management is a leading provider of wealth management services in Canada, with a team of over 1,000 investment advisors serving clients across the country. We are committed to delivering exceptional client service and helping our clients achieve their financial goals.
What We Offer- A competitive compensation package, including a base salary and bonus structure.
- A comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan.
- Opportunities for professional development and career advancement.
- A dynamic and supportive work environment, with a focus on teamwork and collaboration.
