Wealth Advisor Support Specialist

LifeWorks; Montreal; Presencial; CAD 55 000 - 75 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Resumo da oferta

National Bank is seeking a Wealth Associate to join Team Guy Côté in Montreal. You will support wealth advisors by delivering exceptional client service and handling routine financial transactions with accuracy.

You will open, update and analyze client files, coordinate meetings, and ensure compliance with risk management standards while contributing to a high-touch client experience.

Qualificações

• Completed college and/or university diploma in a related field.
• Completion of the CSC and/or Conduct and Practices Handbook Course.

Responsabilidades

• Support investment advisors in providing superior customer service and meet client requests.
• Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments).
• Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up.
• Analyze, open, and update client files.
• Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client 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 or university diploma in a related field

Canadian Securities Course (CSC)

Canadian Investment Regulatory Exam (CIRE)

Conduct and Practices Handbook Course

Microsoft Office proficiency

Ferramentas

Microsoft Office

Descrição da oferta de emprego

National Bank is seeking a Wealth Associate to join Team Guy Côté in Montreal. You will support wealth advisors by delivering exceptional client service and handling routine financial transactions with accuracy.

You will open, update and analyze client files, coordinate meetings, and ensure compliance with risk management standards while contributing to a high-touch client experience.