Wealth Management Assistant: Client Service & Ops (Hybrid)

National Bank of Canada; Mississauga; 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

Telemedicine service

Virtual sleep clinic

Job summary

A major financial institution in Peel Region, Mississauga, is seeking a Wealth Associate to provide exceptional support to investment advisors and enhance customer service. This role involves managing client files, executing financial transactions, and ensuring compliance with risk management rules. Applicants should have a diploma in a related field and two years' experience in the banking or financial industry. Benefits include a health program, flexible insurance, and an employee share ownership plan.

Qualifications

• Two years of relevant experience in the banking, insurance, or financial industry.
• Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course.
• Excellent knowledge of the Microsoft Office suite.

Responsibilities

• Support investment advisors in providing superior customer service and meeting client requests.
• Carry out routine operations related to financial transactions.
• Analyze, open, and update client files.

Skills

Customer service skills

Knowledge of Microsoft Office suite

Education

College and/or university diploma in a related field

Job description

A major financial institution in Peel Region, Mississauga, is seeking a Wealth Associate to provide exceptional support to investment advisors and enhance customer service. This role involves managing client files, executing financial transactions, and ensuring compliance with risk management rules. Applicants should have a diploma in a related field and two years' experience in the banking or financial industry. Benefits include a health program, flexible insurance, and an employee share ownership plan.