Wealth Associate

1 month ago

Edmonton, Alberta, Canada National Bank Full time
Job Summary:

As a Wealth Associate at National Bank, you will play a key role in delivering exceptional client experiences and driving business growth. Your primary responsibility will be to serve as the day-to-day contact for clients, providing timely and informative responses to their inquiries via telephone and email. You will work closely with our Investment Advisors, managing client requests and ensuring that daily transactions and trades are accurate. Additionally, you will liaise with various departments, manage key dates for client requests, and maintain an impeccably detailed task list to ensure that all client needs are met.

About the Team:

The Esposito Advisory Team is dedicated to delivering effective wealth strategies with a multi-disciplinary family office approach for a select group of like-minded clients. Our team emphasizes building long-term relationships with opportunities for advancement internally. We are a dynamic team of industry professionals who are passionate about delivering exceptional client experiences and driving business growth.

Key Responsibilities:

* Serve as the day-to-day contact for clients, providing timely and informative responses to their inquiries via telephone and email.
* Work closely with our Investment Advisors, managing client requests and ensuring that daily transactions and trades are accurate.
* Liaise with various departments, manage key dates for client requests, and maintain an impeccably detailed task list to ensure that all client needs are met.

Requirements:

* Completion of the Canadian Securities Course and Conduct and Practices Handbook Course with a securities license.
* Several years of experience in the investment industry and excellent working knowledge of Outlook Suite, especially Excel.
* Experience with a client management system and portfolio management reporting.
* Some experience with options and life insurance would be considered an asset.
* Self-starter who takes initiative and can work independently while being a productive and valued team member.
* Understands a results-oriented economy.
* Adaptable, possess excellent critical thinking, problem-solving, and organizational skills, and be able to reprioritize effectively to meet deadlines.

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 benefits include health and wellness programs, flexible group insurance, a generous pension plan, an Employee Share Ownership Plan, an Employee and Family Assistance Program, preferential banking services, opportunities to get involved in community initiatives, telemedicine services, and a virtual sleep clinic. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas and encourage regular feedback and ongoing communication.

Why Join Us:

We are 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 want to offer an accessible, barrier-free workplace to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates.

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