Hybrid Wealth Management Associate

Bnc; Medicine Hat; Hybrid; CAD 50.000 - 80.000; Vollzeit

Benefits dieser Stelle

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Zusammenfassung

National Bank Financial - Wealth Management in Canada is seeking an Associate to join a high-performing wealth advisory team. You will help deliver exceptional client service and support senior advisors by preparing for client meetings and handling account transactions.

You will coordinate communications among clients, advisors, and collaborators, open and update files, and ensure compliance with risk management rules.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Communication

Client service

Multitasking

Organization

Problem Solving

Teamwork

Digital literacy

Attention to detail

Ausbildung

College diploma in a related field

Tools

Microsoft Office

Jobbeschreibung

National Bank Financial - Wealth Management in Canada is seeking an Associate to join a high-performing wealth advisory team. You will help deliver exceptional client service and support senior advisors by preparing for client meetings and handling account transactions.

You will coordinate communications among clients, advisors, and collaborators, open and update files, and ensure compliance with risk management rules.