Associate

National Bank of Canada; Medicine Hat; Hybrid; CAD 50,000 - 70,000; Full time

Benefits offered by this job

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

Job summary

National Bank Financial – Wealth Management is seeking an Associate to support wealth advisors by delivering exceptional client service and coordinating operations. You will analyze client accounts, open and update files, and help prepare meetings while ensuring compliance and risk management rules are followed.

This role partners with a wealth advisor to provide a seamless client experience in a hybrid work environment.

Qualifications

• College diploma in a related field.
• At least one year of relevant experience in a related field such as banking operations, customer service, or administration
• Good knowledge of the Microsoft Office suite
• Organizational and priority management skills

Responsibilities

• Ensure effective communication between all parties (clients, advisors, and various collaborators)
• Provide superior customer service in person, on the phone, and by email
• Analyze client accounts to prepare for activities that support wealth advisors in their business development
• Diligently carry out transactions related to investment accounts
• Open and update client files
• Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings
• Ensure adherence to compliance and risk management rules

Skills

Customer service

Bank operations

Administration

Organization

Education

College diploma

Tools

Microsoft Office

Job description

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help a high-performing wealth advisory team to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

• Ensure effective communication between all parties (clients, advisors, and various collaborators)
• Provide superior customer service in person, on the phone, and by email
• Analyze client accounts to prepare for activities that support wealth advisors in their business development
• Diligently carry out transactions related to investment accounts
• Open and update client files
• Coordinate advisors’ agendas, schedule appointments, and prepare clients 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.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it’s important to you.

Prerequisites:

• College diploma in a related field
• At least one year of relevant experience in a related field such as banking operations, customer service, or administration
• Good knowledge of the Microsoft Office suite
• Organizational and priority management skills

Your job:

• Ensure effective communication between all parties (clients, advisors, and various collaborators)
• Provide superior customer service in person, on the phone, and by email
• Analyze client accounts to prepare for activities that support wealth advisors in their business development
• Diligently carry out transactions related to investment accounts
• Open and update client files
• Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings
• Ensure adherence to compliance and risk management rules

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?