Wealth associate

3 days ago

Barrie, Canada National Bank Full time

Status: PermanentSchedule: Full-TimeArea(s) of interest: OperationsLocation(s): BarrieA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing superior customer service and be available to meet client requestsCarry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-upAnalyze, open, and update client filesProduce portfolio management reportsCarry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetingsEnsure adherence to compliance and risk management rules Your team: National Bank Financial – Wealth Management is the fifth largest mutual funds brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with an investment advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.Prerequisites: Completed college and/or university diploma in a related fieldTwo years of relevant experience in the banking ("back office"), insurance, and/or financial industryCompletion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook CourseExcellent knowledge of the Microsoft Office suiteExcellent customer service skillsOrganizational and priority management skillsAutonomous, dynamic, and meticulous5 Years Industry ExperienceYour 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 * Opportunities to get involved in community initiatives * 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 accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team? Come live your ambitions with usUne carrière en tant que Conseiller As a Senior Legal Advisor in the Legal

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