Wealth Support Associate – Client-Focused, Hybrid

Banque Nationale du Canada; Richmond Hill; Hybrid; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities for community involvement

Virtual sleep clinic

Job summary

A leading Canadian bank in York Region is looking for a Wealth Associate to support investment advisors and provide excellent customer service. Responsibilities include managing client transactions and ensuring compliance with regulations. Candidates should have a diploma in a related field and two years of experience in the financial sector. This role offers a hybrid work model, allowing for flexibility. Benefits include health programs and employee assistance services.

Qualifications

• Two years of relevant experience in the banking, insurance, and/or financial industry.

Responsibilities

• Support investment advisors in providing superior customer service.
• Carry out routine operations related to financial transactions.
• Manage administrative tasks for client files and meetings.
• Ensure adherence to compliance and risk management rules.

Skills

Communication

Critical Thinking

Information Analysis

Multitasking

Organization Skills

Problem Solving

Stress Management

Teamwork

Wealth Management

Cybersecurity

Accountability

Client-focused

Detail-oriented

Digital literacy

Initiative

Education

Completed college and/or university diploma in a related field

Completion of the Canadian Securities Course (CSC)

Conduct and Practices Handbook Course

Tools

Microsoft Office Suite

Job description

A leading Canadian bank in York Region is looking for a Wealth Associate to support investment advisors and provide excellent customer service. Responsibilities include managing client transactions and ensuring compliance with regulations. Candidates should have a diploma in a related field and two years of experience in the financial sector. This role offers a hybrid work model, allowing for flexibility. Benefits include health programs and employee assistance services.