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Wealth Management Associate Jobs
Company | National Bank of Canada |
Address | Chicoutimi, Quebec, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Banking,Financial Services |
Expires | 2023-05-15 |
Posted at | 1 year ago |
Description
- Analyze, open, and update client files
- Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
- Produce portfolio management reports
- Ensure compliance and risk management rules are respected
- Support Investment Advisors in providing superior customer service and be available to meet client requests in person, over the phone, and via email
- Implement efficient work methods for the administration of client files by managing advisors’ agendas, scheduling appointments, and preparing for client meetings
- Carry out unsolicited transactions, as well as the purchase and sale of securities and transaction adjustments, as applicable
- Ability to offer exceptional customer service
- Two years of relevant experience in the banking (back office), insurance, and/or financial industry
- Excellent knowledge of the Microsoft Office suite
- Successful completion of the Canadian Securities Course and/or Conduct and Practices Handbook Course
- Completed college and/or university diploma in a related field
- Bilingualism (French and English) is required depending on where the position is located
- Autonomous, dynamic, and meticulous
- Organizational and priority management skills
- Initiatives promoting community involvement
- Generous pension plan
- Virtual sleep clinic
- Flexible group insurance
- Employee and Family Assistance Program
- Employee Share Ownership Plan
- Telemedicine service
- Preferential banking services
- Health and wellness program, including many options
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