Wealth Associate
Role Overview
Support wealth advisors at National Bank Financial – Wealth Management and help deliver an exceptional client experience.
Work with a wealth advisor, reporting to the regional manager, in a collaborative team environment.
Key Skills for This Role
Full Job Posting
Role overview
Support wealth advisors at National Bank Financial – Wealth Management and help deliver an exceptional client experience.
Work with a wealth advisor, reporting to the regional manager, in a collaborative team environment.
Responsibilities
- Support investment advisors with customer service and client requests.
- Process securities purchases and sales, transaction adjustments, and investment-account deposits, withdrawals, transfers, and currency conversions.
- Analyze, open, and update client files; produce portfolio management reports.
- Manage agendas, appointments, and client-meeting preparation.
- Follow up on transactions and ensure compliance with risk-management rules.
Prerequisites
- Completed college and/or university diploma in a related field.
- Two years of relevant experience in banking back office, insurance, and/or the financial industry.
- Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course.
- Completion of the Canadian Investment Regulatory Exam (CIRE).
- Excellent Microsoft Office knowledge and customer-service skills.
- English is an additional required language.
Work arrangement
- Attendance is on-site.
Benefits
- Benefits include health and wellness options, group insurance, a pension plan, employee share ownership, and employee and family assistance.
- Other offerings include preferential banking services, community initiatives, telemedicine, and a virtual sleep clinic.
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