Wealth Associate

Résumé du poste

Support investment advisors by providing exceptional customer service and managing routine financial transactions such as securities purchases and sales. Handle administrative tasks including client file updates, portfolio reporting, and meeting scheduling while ensuring compliance with risk management rules.

Détails du poste

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. Your job: 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 Produce portfolio management reports 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 Three years of relevant experience in the banking ("back office"), insurance, and/or financial industry Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Cours or Completion of CIRE: Canadian Investment Regulatory Exam Excellent knowledge of the Microsoft Office suite Excellent customer service skills #INDGP Languages: French Required skills: Accountability, Client-focused, Communication, Critical Thinking, Cybersecurity, Detail-oriented, Digital literacy, Information Analysis, Initiative, Learning Agility, Multitasking, Organization Skills, Problem Solving, Resiliency, Solution implementation, Standards Compliance, Stress Management, Teamwork, Wealth Management Your 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 such as: * 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 * Involvement in community initiatives * Telemedicine service * Virtual sleep clinic 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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged. Making a bold move in a people-first environment 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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees. We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team? Join us!

Ce que vous ferez

Support investment advisors by providing exceptional customer service and managing routine financial transactions such as securities purchases and sales. Handle administrative tasks including client file updates, portfolio reporting, and meeting scheduling while ensuring compliance with risk management rules.

Exigences

Requires a college or university diploma in a related field and three years of experience in banking, insurance, or the financial industry. Candidates must have completed the Canadian Securities Course (CSC), Conduct and Practices Handbook, or the Canadian Investment Regulatory Exam (CIRE).

Avantages

• Health and wellness program • Flexible group insurance • Generous pension plan • Employee Share Ownership Plan • Employee and family assistance program • Preferential banking services • Involvement in community initiatives • Telemedicine service • Virtual sleep clinic

Compétences indiquées

• Organization skills · Souhaitée
• Résolution de problèmes · Souhaitée
• Detail-oriented · Souhaitée
• Communication · Souhaitée
• Multitasking · Souhaitée
• Critical Thinking · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Accountability
• Client-focused
• Communication
• Critical Thinking
• Cybersecurity
• Detail-oriented
• Digital literacy
• Information Analysis
• Initiative
• Learning Agility
• Multitasking
• Organization Skills
• Problem Solving
• Resiliency
• Solution implementation
• Wealth Management

Domaines d’emploi

• Finance & Accounting
• Customer Service & Support
• Administrative
• Sales