Rogers WFH Inside Sales - Sales Experience Required

Rogers; Quebec; Híbrido; CAD 120 000 - 140 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health and wellness program including多

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Resumo da oferta

National Bank Financial – Wealth Management in Québec is seeking an Associate to support wealth advisors with exceptional client service. You will analyze accounts, process investment transactions, and maintain client files while collaborating with a team across offices.

The role offers a hybrid work model (remote and in-office) with a focus on work/life balance and flexible leave options, supporting both clients and advisors in a dynamic environment.

Qualificações

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

Responsabilidades

• 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.

Conhecimentos

Communication

Critical Thinking

Information Analysis

Multitasking

Organization Skills

Problem Solving

Stress Management

Teamwork

Wealth Management

Cybersecurity

Accountability

Client-focused

Detail-oriented

Digital literacy

Initiative

Formação académica

College diploma in a related field

One year of relevant banking operations/customer service/administration experience

Ferramentas

Microsoft Office

Descrição da oferta de emprego

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.

CA$120,000.00–CA$140,000.00 yearly

CA$18.00 hourly

CA$17.60–CA$19.80 hourly

CA$111,360.00 yearly

CA$75,000.00–CA$95,000.00 yearly

Full-time

Part-time

Remote

Hybrid / Québec

Full-time +2

Full-time +1

Full-time +1

Full-time +2

Full-time +2

Full-time

• 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

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

Languages:

French

Skills

• Communication
• Critical Thinking
• Information Analysis
• Multitasking
• Organization Skills
• Problem Solving
• Stress Management
• Teamwork
• Wealth Management
• Cybersecurity
• Accountability
• Client-focused
• Detail-oriented
• Digital literacy
• Initiative

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• 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?