Wealth Management Assistant

**Primary Locations**:Victoria, British Columbia**:
**Attendance**:Hybrid**:
**Employee Status**:Regular**:
**Schedule**:Full-time**:
We are looking for a diligent, dedicated and client-centred Wealth Assistant to join our Wealth Management team at National Bank Financial.

Your role:

- Facilitate effective communication between clients, our team, National Bank Financial, and external collaborators
- Analyze client accounts to prepare for activities that support growth and business development for the Wealth Management Advisor and team
- Carry out transactions within all accounts including deposits, withdrawals, transfers, and FX exchanges
- Open new client files and manage existing client files in accordance with compliance regulations
- Manage all other documentation in accordance with compliance regulations
- Maintain up-to-date client profiles using our CRM
- Closely monitor day-to-day transactions and track new deposits
- Manage the Wealth Management Advisor’s schedule in a proactive and pragmatic way by schedule appointments, preparing for client meetings, and following-up on action items
- Assist with the dissemination of client communication
- Ensure compliance and risk management rules are always respected

In this position, you will help National Bank Financial and our team stand out by offering exceptional client service that will have a positive, long-term impact on our clients.

National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. Reporting to the regional manager, you will work with an Investment Advisor at a single branch in a client-facing environment.

Collaboration and partnership are the keys to success in making a difference every day with our clients.

Required skills:

- College diploma in a related field
- A minimum of one year of relevant experience in a related field such as banking operations, customer service, or administration
- Strong knowledge of the Microsoft Office suite
- Organizational and priority management skills
- Desire to create and facilitate an exceptional client experience

Desired competencies:

- Keen, autonomous, positive, dynamic, and meticulous
- Willingness to learn
- Ability to nurture and build relationships
- Desire to enjoy and have a great time along the way

Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Initiatives promoting community involvement
- Telemedicine service
- Virtual sleep clinic

These are a few of the benefits available to you. 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. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

We're 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 offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.
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