Wealth Associate: Client Service & Operations

mnp; Sherbrooke; Presencial; CAD 32.000 - 43.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Descripción de la vacante

National Bank Financial - Wealth Management is seeking a Wealth Associate to support wealth advisors with exceptional client service and seamless office operations. You will open, update client files, and process routine financial transactions while ensuring compliance.

You’ll collaborate with clients and colleagues to deliver an outstanding wealth management experience. Prerequisites include a college/university diploma, CSC and/or Conduct and Practices Handbook Course, CIRE, two years in

Formación

• Completed college and/or university diploma in a related field.
• Two years of relevant experience in banking back office, insurance, or financial industry.
• Completion of the CSC and/or Conduct and Practices Handbook Course.
• Completion of CIRE: Canadian Investment Regulatory Exam.
• Excellent knowledge of the Microsoft Office suite.

Responsabilidades

• Support investment advisors in providing superior customer service and be available to 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.

Conocimientos

Communication

Critical Thinking

Information Analysis

Multitasking

Organization Skills

Problem Solving

Client-focused

Wealth Management

Cybersecurity

Detail-oriented

Digital literacy

Initiative

Educación

College/university diploma in related field

Herramientas

Microsoft Office

Descripción del empleo

National Bank Financial - Wealth Management is seeking a Wealth Associate to support wealth advisors with exceptional client service and seamless office operations. You will open, update client files, and process routine financial transactions while ensuring compliance.

You’ll collaborate with clients and colleagues to deliver an outstanding wealth management experience. Prerequisites include a college/university diploma, CSC and/or Conduct and Practices Handbook Course, CIRE, two years in