Description
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help a wealth advisory team to stand out by offering smooth and efficient operations to ensure a positive, long-term impact on our clients.
Your job:
- To provide administrative and operational support to ensure effective communication between all parties (clients, advisory team, and various collaborators)
- Provide superior customer service in person, on the phone, and by email
- Support the advisory team in account management tasks, tracking progress and reporting.
- Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
- Open new accounts and update client files
- Support in coordinating advisory team agendas, scheduling appointments, and preparing clients meetings
- Ensure adherence to compliance and risk management rules
Your team:
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. Our dynamic work environment and cuttedg-edge collaboration tools foster a postivie employee experience. We actively listen to employees' ideas. Whther through our surveys or programs, regular feedback and ongoing communication is encouraged.
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 a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.
We are 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 people's lives. Our core values of parnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We want to offer an accessible, barrier-free workplace to all employees.
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer an adaptable work model, and work schedule arrangements to help you achieve work/life balance.
Prerequisites:
- College diploma
- At least one year of relevant experience in a related field such as banking operations, customer service, or administration
- Good knowledge of the Microsoft Office Suite and Adobe Pro
- Organizational and time management skills
Languages:
- English
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
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 us!!
