Wealth Management Advisor
6 days ago
Job Summary:
We are seeking a highly skilled and motivated Banking Associate to join our team at National Bank. As a key member of our Private Banking 1859 group, you will have the opportunity to work with high-net-worth clients, providing them with comprehensive financial services and advice.
About You:
To be successful in this role, you will need to possess excellent customer service skills, a strong sense of initiative and autonomy, and the ability to work effectively in a team environment. You will also require knowledge of banking, investment, and financing products, as well as experience in personal and/or commercial credit.
Responsibilities:
- Provide support to bankers or private bankers by ensuring administrative follow-up and customer service
- Ensure client satisfaction and loyalty by developing personalized, trust-based relationships
- Optimize interactions with clients and identify opportunities to recommend a multi-product offering that meets their needs
- Open business and personal files and perform various transactions on behalf of clients
- Ensure adherence to compliance and risk management rules
- Analyze financial information and tax structures for the processing of financing applications
- Ensure deadlines are met for multiple transactions
- Establish and maintain effective communication with the various parties involved in the files
Your Benefits:
- A competitive salary range of $65,000 - $90,000 per year
- A wide range of flexible benefits to promote your wellbeing and that of your family
- Opportunities to get involved in community initiatives
- A barrier-free workplace that is accessible to all employees
About Us:
National Bank 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. We offer a dynamic work environment and cutting-edge collaboration tools that foster a positive employee experience. We actively listen to employees' ideas and encourage regular feedback and ongoing communication.
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