Wealth Management Assistant: Client Service & Ops (Hybrid)

National Bank of Canada; Oakville; 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 leading Canadian bank seeks a Wealth Associate to support investment advisors by providing exceptional customer service. Key responsibilities include analyzing client files, managing financial transactions, and ensuring compliance. The ideal candidate has a college diploma, relevant experience in the financial sector, and strong knowledge of Microsoft Office. Offering a hybrid work model, this role provides great benefits like a wellness program, pension plan, and flexible insurance options.

Qualifications

• Completed college and/or university diploma in a related field.
• Two years of relevant experience in the banking, insurance, and/or financial industry.
• Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course.

Responsibilities

• Support investment advisors in providing superior customer service.
• Carry out routine operations related to financial transactions.
• Analyze, open, and update client files.
• Manage agendas and schedule client meetings.
• Ensure adherence to compliance and risk management rules.

Skills

Customer service skills

Knowledge of Microsoft Office

Education

College and/or university diploma in a related field

Job description

A leading Canadian bank seeks a Wealth Associate to support investment advisors by providing exceptional customer service. Key responsibilities include analyzing client files, managing financial transactions, and ensuring compliance. The ideal candidate has a college diploma, relevant experience in the financial sector, and strong knowledge of Microsoft Office. Offering a hybrid work model, this role provides great benefits like a wellness program, pension plan, and flexible insurance options.