Associate

National Bank of Canada; Victoria; On-site; CAD 45,000 - 70,000; Full time

Job summary

Join a forward-thinking financial institution as an Associate in the Wealth Management team, where you’ll collaborate with wealth advisors to deliver exceptional customer service. This role is pivotal in enhancing client experiences through effective communication and support in business development activities. You will engage with clients, manage transactions, and ensure compliance, all while being part of a dynamic team that values partnership and empowerment. With a focus on well-being and inclusivity, this organization fosters a positive work environment where your contributions are valued. Embrace the opportunity to make a difference in people's lives while advancing your career in a supportive setting.

Benefits

Health and Wellness Program

Flexible Group Insurance

Generous Pension Plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential Banking Services

Community Initiatives Involvement

Telemedicine Service

Virtual Sleep Clinic

Qualifications

• 1+ year of experience in banking operations or customer service.
• Strong organizational skills and ability to manage priorities.

Responsibilities

• Ensure effective communication between clients and advisors.
• Provide superior customer service via multiple channels.
• Analyze client accounts to support business development.

Skills

Customer Service

Communication Skills

Organizational Skills

Priority Management

Education

College Diploma in a Related Field

Tools

Microsoft Office Suite

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 wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

Your job:

1. Ensure effective communication between all parties (clients, advisors, and various collaborators)
2. Provide superior customer service in person, on the phone, and by email
3. Analyze client accounts to prepare for activities that support wealth advisors in their business development
4. Diligently carry out transactions related to investment accounts
5. Open and update client files
6. Coordinate advisors’ agendas, schedule appointments, and prepare client meetings
7. 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:

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

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:

• 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
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic

These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first
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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!