At a Glance
- Tasks: Support wealth advisors and provide exceptional customer service to clients.
- Company: Join National Bank, a leading investment brokerage firm in Canada.
- Benefits: Enjoy flexible benefits, health programs, and employee share ownership.
- Other info: Dynamic work environment with opportunities for professional development.
- Why this job: Make a positive impact on clients' lives while growing your career.
- Qualifications: College diploma and two years of relevant experience required.
The predicted salary is between 47250 - 57750 $ per year.
A 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.
- Support investment advisors in providing superior customer service and be available to meet client requests.
- Carry 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-up.
- Analyze, open, and update client files.
- Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client 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. 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.
Prerequisites:
- Completed college and/or university diploma in a related field.
- Two years of relevant experience in the banking (
Wealth Associate in London employer: Banque Nationale du Canada
At National Bank of Canada, we pride ourselves on fostering a dynamic work culture that prioritizes employee growth and collaboration. As a Senior Advisor in Consumer Protection Compliance, you will benefit from a hybrid work arrangement, allowing for flexibility while engaging with senior leadership and shaping our compliance framework. Our commitment to regulatory excellence and risk management ensures that you will be part of a team that values your expertise and encourages meaningful contributions.
Contact Details:
Banque Nationale du Canada Recruitment Team
