Wealth Associate — Hybrid, Client Service & Portfolios

National Bank of Canada; Vancouver; Hybrid; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities for community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

A leading financial institution is seeking a Wealth Associate to support investment advisors by providing exceptional customer service and handling financial transactions. The role offers a hybrid work environment and involves managing client files, producing reports, and ensuring compliance. Candidates should have a relevant diploma, two years of experience, and fluency in Cantonese, Mandarin, and English. This position includes a comprehensive benefits package promoting work/life balance and wellness.

Qualifications

• 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.
• Excellent knowledge of the Microsoft Office suite.

Responsibilities

• Support investment advisors in providing superior customer service.
• Carry out routine operations related to financial transactions.
• Execute deposit, withdrawal, transfer, and currency conversion instructions.
• Analyze, open, and update client files.
• Produce portfolio management reports.
• Manage client file administration.

Skills

Customer service skills

Fluent in spoken Cantonese

Fluent in spoken Mandarin

Fluent in written Chinese

Knowledge of Microsoft Office Suite

Education

College and/or university diploma in a related field

Completion of Canadian Securities Course (CSC)

Job description

A leading financial institution is seeking a Wealth Associate to support investment advisors by providing exceptional customer service and handling financial transactions. The role offers a hybrid work environment and involves managing client files, producing reports, and ensuring compliance. Candidates should have a relevant diploma, two years of experience, and fluency in Cantonese, Mandarin, and English. This position includes a comprehensive benefits package promoting work/life balance and wellness.