Job Title

OverviewA 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 wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.ResponsibilitiesSupport 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 filesCarry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetingsProduce portfolio management reportsEnsure adherence to compliance and risk management rulesYour teamNational Bank Financial Wealth Management is the fifth largest investment 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 a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.PrerequisitesCompleted 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 skillsYour benefitsHealth and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicAbout the organization and cultureNational Bank Financial Wealth Management is the fifth largest investment 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 a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success. We are committed to putting people first and maintaining an inclusive, barrier-free workplace. If you require accommodation, let us know during your first conversations with us.Additional notesAdditional required languages: English #J-18808-Ljbffr