Wealth Associate
3 weeks ago
Job Summary
We are seeking a highly skilled Wealth Associate to join our team at National Bank Financial. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.
Key Responsibilities
- Support investment advisors in providing superior customer service and meet client requests
- Carry out routine operations related to financial transactions, including purchases and sales of securities, and necessary transaction adjustments
- Manage deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
- Analyze, open, and update client files
- Produce portfolio management reports
- Manage client files by scheduling appointments, preparing client meetings, and ensuring adherence to compliance and risk management rules
About Us
National Bank Financial is a leading investment brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients across 100 branches. We offer a dynamic work environment, cutting-edge collaboration tools, and a commitment to employee well-being.
What We Offer
- Competitive compensation and benefits package
- Flexible work arrangements, including hybrid remote and in-office work model
- Opportunities for professional growth and development
- A barrier-free workplace that is accessible to all employees
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 Conduct and Practices Handbook
- Excellent knowledge of the Microsoft Office suite
- Excellent customer service skills
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