Wealth Management Support Specialist

National Bank of Canada; Richmond; On-site; CAD 65,000 - 90,000; 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

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada is seeking an Associate in Wealth Management to support wealth advisors by delivering exceptional client service and coordinating activities with clients and collaborators.

You will analyze client accounts, prepare for development activities, and diligently handle investment account transactions while ensuring compliance and policy adherence. Excellent communication in person, phone, and email is essential.

Qualifications

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

Responsibilities

• 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.

Skills

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

Education

College diploma in a related field

Tools

Microsoft Office

Job description

National Bank of Canada is seeking an Associate in Wealth Management to support wealth advisors by delivering exceptional client service and coordinating activities with clients and collaborators.

You will analyze client accounts, prepare for development activities, and diligently handle investment account transactions while ensuring compliance and policy adherence. Excellent communication in person, phone, and email is essential.