Wealth Management Associate - Hybrid & Client-Focused

National Bank of Canada; Sept-Îles; Hybrid; CAD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Zusammenfassung

National Bank Wealth Management seeks an Associate to support wealth advisors by delivering exceptional client service and coordinating day-to-day activities. You will analyze client accounts, prepare for business development, and diligently process investment transactions.

With a college diploma and at least one year in related banking/administration roles, you will excel in a client-focused, detail-oriented team. The role offers hybrid work and a strong benefits package.

Qualifikationen

• College diploma in a related field
• At least one year of relevant experience in a related field such as banking operations, customer service, or administration
• Good knowledge of the Microsoft Office suite
• Organizational and priority management skills

Aufgaben

• Ensure effective communication between all parties (clients, advisors, and various collaborators)
• Provide superior customer service in person, on the phone, and by email
• Analyze client accounts to prepare for activities that support wealth advisors in their business development
• Diligently carry out transactions related to investment accounts
• Open and update client files
• Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings
• Ensure adherence to compliance and risk management rules

Kenntnisse

Accountability

Client-focused

Communication

Critical Thinking

Cybersecurity

Detail-oriented

Digital literacy

Information Analysis

Initiative

Learning Agility

Multitasking

Organization Skills

Problem Solving

Resiliency

Solution implementation

Standards Compliance

Stress Management

Teamwork

Wealth Management

Ausbildung

College diploma in a related field

Tools

Microsoft Office

Jobbeschreibung

National Bank Wealth Management seeks an Associate to support wealth advisors by delivering exceptional client service and coordinating day-to-day activities. You will analyze client accounts, prepare for business development, and diligently process investment transactions.

With a college diploma and at least one year in related banking/administration roles, you will excel in a client-focused, detail-oriented team. The role offers hybrid work and a strong benefits package.