Wealth Associate: Client Service & Portfolio Ops

Banque Nationale du Canada; Saguenay; Vor Ort; CAD 60.000 - 85.000; Vollzeit

Zusammenfassung

National Bank Financial - Wealth Management in Canada seeks a Wealth Associate to support wealth advisors and deliver exceptional client service. You will help clients with routine financial transactions, open and update files, and coordinate meetings with wealth advisors.

The role emphasizes collaboration with advisors, strong attention to detail, and adherence to compliance and risk management policies. Prior CSC/CIRE qualifications and proficiency with Microsoft Office are preferred.

Qualifikationen

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

Aufgaben

• 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

Kenntnisse

Communication

Critical Thinking

Information Analysis

Multitasking

Organization

Problem Solving

Teamwork

Wealth Management

Digital literacy

Ausbildung

College/University Diploma

CSC Certification

CIRE Certification

Tools

Microsoft Office

Jobbeschreibung

National Bank Financial - Wealth Management in Canada seeks a Wealth Associate to support wealth advisors and deliver exceptional client service. You will help clients with routine financial transactions, open and update files, and coordinate meetings with wealth advisors.

The role emphasizes collaboration with advisors, strong attention to detail, and adherence to compliance and risk management policies. Prior CSC/CIRE qualifications and proficiency with Microsoft Office are preferred.