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Wealth Associate

Attendance
Hybrid
Job number
23881
Category
Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
11-Dec-2024
Location: Ottawa, Ontario
City
Ottawa
Province/State
Ontario
Area of Interest: Wealth management

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. Our dynamic work envrironment and cutting-edge collaboration tools foster a positive employee experience .  We actively listen to empoyee ideas.  Whether through our surveys or our programs, regula feedback and ongoing communication are encouraged.

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.

Your job:

  • Support investment advisors in providing superior customer service and be available to meet client requests
  • Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
  • Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
  • Analyze, open, and update client files
  • Produce portfolio management reports
  • Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client 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.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance.

Prerequisites:

  • Completed college and/or university diploma in a related field
  • Two years of relevant experience in the banking (“back office”), insurance, and/or financial industry
  • Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
  • Excellent knowledge of the Microsoft Office suite
  • Excellent customer service skills

#INDGP

Languages:
English, French

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
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. 
 
* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and Family Assistance Program
* Preferential banking services
* Opportunities to get involved in community initiatives
* Telemedicine service
* Virtual sleep clinic 
 
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. 
 
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
 
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.  
 
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? 
 
Come live your ambitions with us!

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

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For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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Discover our culture

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