Overview
Wealth Associate Jobs in Saint-Georges, Canada at National Bank of Canada
Location: Saint-Georges
A career as an Associate in the Wealth Management team at National Bank will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long‑term impact on our clients, more specifically, within the Richard Cloutier Wealth Management team.
Your
job:
- 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
- Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings
- Ensure adherence to compliance and risk management rules
Your team:
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.
Prerequisites:
- 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
- CIRE:
Canadian Investment Regulatory Exam new exams (replacing CSC, CPH, an asset. – To be acquired in the months following the hiring)
Additional required languages:
French.
Your benefits:
- Health and wellness program, including many options
- Opportunities to get involved in community initiatives
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Title: Wealth Associate
Company: National Bank of Canada
Location: Saint-Georges, Canada
Category:
