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Wealth Management Assistant
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Ottawa, Ontario, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and organized Wealth Management Assistant to join our team at National Bank. As a key member of our Wealth Management team, you will play a vital role in supporting our investment advisors in delivering exceptional client service.Your primary responsibilities will include:Providing exceptional customer service to...
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Wealth Management Assistant
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Wealth Management Assistant
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Ottawa, Ontario, Canada NBC Full timeAbout the Role:National Bank Financial – Wealth Management is seeking a highly motivated and organized individual to join our team as an Assistant in the Wealth Management department. As a key member of our team, you will play a vital role in supporting investment advisors in their business development and providing exceptional customer service to our...
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Wealth Management Assistant
1 month ago
Ottawa, Ontario, Canada NBC Full timeJob Title: AssociateAt National Bank Financial – Wealth Management, we're seeking a highly motivated and detail-oriented Associate to join our team. As an Associate, you will play a vital role in supporting our investment advisors in delivering exceptional client service.Key Responsibilities:Provide exceptional customer service to clients, ensuring their...
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Wealth Management Assistant
1 month ago
Ottawa, Ontario, Canada NBC Full timeJob Title: AssociateAt National Bank Financial – Wealth Management, we're seeking a highly motivated and detail-oriented Associate to join our team. As an Associate, you will play a vital role in supporting our investment advisors in delivering exceptional client service.Key Responsibilities:Provide exceptional customer service to clients, ensuring their...
Wealth Management Assistant
2 months ago
We are seeking a highly organized and detail-oriented individual to join our Wealth Management team as an Assistant. In this role, you will provide exceptional customer service and support to our investment advisors and clients.
Key Responsibilities- Client Communication: Ensure effective communication between clients, advisors, and internal stakeholders.
- Customer Service: Provide superior customer service through various channels, including in-person, phone, and email.
- Account Analysis: Analyze client accounts to prepare for activities that support investment advisors in their business development.
- Transaction Processing: Diligently carry out transactions related to investment accounts.
- File Management: Open and update client files.
- Agenda Coordination: Coordinate advisors' agendas, schedule appointments, and prepare clients meetings.
- Compliance: Ensure adherence to compliance and risk management rules.
National Bank Financial – Wealth Management is a leading mutual funds brokerage firm in Canada, with a network of close to 1,000 investment advisors serving over 400,000 clients across 100 branches.
What We Offer- Flexible Work Arrangements: We offer a hybrid work model, allowing you to balance your work and personal life.
- Competitive Compensation: Our compensation package is designed to attract and retain top talent.
- Professional Development: We invest in our employees' growth and development, providing opportunities for training and advancement.
- Employee Benefits: Our comprehensive benefits package includes health and wellness programs, flexible group insurance, and more.
- Education: College diploma in a related field.
- Experience: At least one year of relevant experience in a related field, such as banking operations, customer service, or administration.
- Skills: Good knowledge of the Microsoft Office suite, organizational and priority management skills.
