Wealth Associate

1 month ago

Richmond Hill, Ontario, Canada National Bank Full time
About the Role

We are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a key role in providing exceptional customer service and supporting investment advisors in their daily activities.

Key Responsibilities
  • Support investment advisors in providing superior customer service and meeting client requests
  • Carry out routine operations related to financial transactions, including purchases and sales of securities, and necessary transaction adjustments
  • Manage client files, including deposit, withdrawal, transfer, and currency conversion instructions
  • Analyze and update client files, and produce portfolio management reports
  • Ensure adherence to compliance and risk management rules
About Our Team

National Bank Financial – Wealth Management is a leading mutual funds brokerage firm in Canada, with a team of close to 1,000 investment advisors managing the assets of over 400,000 clients. As a Wealth Associate, you will work closely with an investment advisor to provide an exceptional client experience.

What We Offer
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan
  • Preferential banking services and opportunities to get involved in community initiatives
Requirements
  • Completed college and/or university diploma in a related field
  • Two years of relevant experience in the banking, insurance, and/or financial industry
  • Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
  • Excellent knowledge of the Microsoft Office suite
  • Excellent customer service skills and organizational and priority management skills
Language

English

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