Wealth Management Professional

4 weeks ago


Edmonton, Alberta, Canada NBC Full time
Job Title: Wealth Associate

We are seeking a highly motivated and experienced Wealth Associate to join our team at NBC. As a Wealth Associate, you will play a key role in delivering exceptional client service and supporting our team in achieving our goals.

About the Role

The Wealth Associate will be responsible for:

  • Providing prompt and informative responses to client inquiries via phone and email
  • Coordinating with various departments to ensure all client needs are met
  • Collaborating with team members to deliver exceptional client service
  • Contributing to new and ongoing marketing initiatives
  • Engaging in continuous learning and development to enhance skills and knowledge
Requirements

To be successful in this role, you will need:

  • Extensive experience in the investment industry with a strong working knowledge of Microsoft Suite applications, especially Excel
  • Proficiency in client management systems and portfolio management reporting
  • Self-motivated and proactive, capable of working independently while contributing effectively within a team
  • Results-driven mindset with exceptional critical thinking, problem-solving, and organizational skills
  • Ability to adapt quickly and reprioritize tasks to meet deadlines effectively
  • High attention to detail, accuracy, and commitment to client confidentiality
What We Offer

In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These include:

  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic
About NBC

NBC is a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.



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