ADJOINT

National Bank of Canada; Medicine Hat; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Canada is seeking an assistant for the Wealth Management team. This role emphasizes effective client communication and superior customer service. Candidates should possess a college diploma and at least one year of relevant experience. The position offers flexibility with hybrid and remote working options, alongside a comprehensive health and wellness benefits package.

Benefits

Health and wellness program

Flexible collective insurance

Generous retirement plan

Employee and family assistance program

Telemedicine service

Qualifications

• Minimum one year of experience in banking, customer service, or administration.
• Good knowledge of Microsoft Office Suite is required.
• Strong sense of organization and priority management.

Responsibilities

• Ensure effective communication between all stakeholders.
• Provide superior customer service in various formats.
• Carry out analyses of client accounts for business development.
• Manage investment account operations.
• Open and maintain customer files.
• Coordinate advisors' schedules and prepare meetings.
• Ensure compliance with risk management rules.

Skills

Customer service

Communication

Organizational skills

Microsoft Office Suite

Education

College diploma in a relevant field

Job description

Overview

A career as an assistant in the Wealth Management team at National Bank is a job where your ability to work in synergy with clients and your colleagues is highlighted. In this role, you help wealth management advisors stand out by providing exceptional client service to have a positive long-term impact on our clients.

Your job

• Ensure effective communication between all stakeholders (customers, advisors, and various employees).
• Provide superior customer service, in person, over the phone and via email.
• Carry out analysis of client accounts with a view to activities related to the development of the business of wealth management advisors.
• Carefully carry out operations related to investment accounts.
• Open customer files and keep them up to date.
• Coordinate the advisors\' schedules, make appointments and prepare meetings with clients.
• Ensure compliance and risk management rules are respected.

Your team

National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have nearly 1,000 investment advisors managing the assets of more than 400,000 clients in approximately 100 branches. Reporting to regional management, you will partner with a wealth management advisor to deliver an exceptional client experience. Collaboration and partnership will be the keys to your success.

We aim to offer you maximum flexibility in your work to enhance your quality of life. This includes hybrid office and remote working, flexible working hours to balance your professional and personal life, and flexible leave at times that matter.

Prerequisites

• College diploma completed in a field related to the sector of activity
• A minimum of one year of experience in a relevant field such as banking, customer service or in an administrative role
• Good knowledge of Microsoft Office Suite
• Sense of organization and priority management

Your advantages

• Health and wellness program including many options
• Assurance collective flexible
• Generous retirement plan
• Share acquisition plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• Virtual Sleep Improvement Clinic

These are just a few examples available to you. We offer a scalable offering that keeps pace with trends, your needs, and those of your loved ones.

Our dynamic work environments and modern collaboration tools foster a pleasant employee experience. We value employee input. Whether through our surveys or our programs, ongoing dialogue and feedback are encouraged.

People first

We are a human-sized bank that stands out for its boldness, entrepreneurial culture, and passion for people. We exist to have a positive impact on people\'s lives. Our core values of collaboration, agility, and empowerment are our inspiration. Inclusion is at the heart of our commitments. We offer a barrier-free and accessible workplace for all employees.

We aim to provide accessibility measures during the recruitment process. If you require accommodations, please let us know during your initial contact with us. We welcome candidates from all backgrounds and would love to hear what you can add to our team.

Come and pursue your ambitions with us!

Autres langues requises: Anglais