Wealth Management Assistant

3 days ago

Regina, Canada National Bank of Canada Full time

**Primary Locations**:Regina, Saskatchewan**:
**Attendance**:Hybrid**:
**Employee Status**:Regular**:
**Schedule**:Full-time**:
Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve customer service practices for Investment Advisors at National Bank Financial.

Your role:

- Ensure effective communication between all parties (clients, advisors, collaborators)
- Analyze client accounts to prepare for activities that support Investment Advisors in their business development
- Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts
- Open and update client files
- Closely monitor day-to-day transactions
- Manage advisors’ agendas, schedule appointments, and prepare for client meetings

In this position, you will help National Bank Financial to stand out by offering exceptional customer 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 with 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
- Good knowledge of the Microsoft Office suite
- Organizational and priority management skills

Desired competencies:

- Autonomous, dynamic, and meticulous
- Licensing and experience would be an asset
- Bilingualism (French and English) is required depending on where the position is located

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

- Health and wellness program, including many benefits
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and family assistance program
- Preferred banking services
- Volunteer program
- Telemedicine
- Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.

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.
- Ready to live your ambitions?

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