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Wealth Associate

Attendance
On-Site
Job number
18055
Category
Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
31-Aug-2023
Location: Edmonton, Alberta
City
Edmonton
Province/State
Alberta
Area of Interest: Operations

 Your Job:

  • Serve as the day-to-day contact for clients, providing them with timely and informative responses to their inquiries via telephone and email.
  • Work closely with our Investment Advisors, managing client requests and ensuring that daily transactions and trades are accurate.
  • Liaise with various departments, manage key dates for client requests, and maintain an impeccably detailed task list to ensure that all client needs are met.

 

Your Team:

The Esposito Advisory Team’s focus is around delivering effective wealth strategies with a multi-disciplinary family office approach for a select group of like-minded clients. Like their relationships with clients, the team has a strong emphasis on building long-term relationships with opportunities for advancement internally.

Espositowealthmanagement.ca

 

Prerequisites:

  • Completion of the Canadian Securities Course and Conduct and Practices Handbook Course with a securities license.
  • Several years of experience in the investment industry and excellent working knowledge of Outlook Suite, especially Excel.
  • Experience with a client management system and portfolio management reporting.
  • Some experience with options and life insurance would be considered an asset.
  • Self-starter who takes initiative and can work independently while being a productive and valued team member.
  • Understands a results oriented economy.
  • Adaptable, possess excellent critical thinking, problem-solving, and organizational skills, and be able to reprioritize effectively to meet deadlines.

 

If you are ready to elevate your career to the next level and work with a dynamic team of industry professionals, apply now to become our Wealth Associate. We look forward to hearing from you!

Languages:
English

Skills

Accountability Client-focused Communication Detail-oriented Diversity & Inclusion Driving Results Emotional Intelligence Empathy Initiative Learning Agility Multitasking Perseverent Resiliency Teamwork
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
  • Initiatives promoting community involvement
  • 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 accommodations, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Ready to live your ambitions?

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

Duration: 1 min 25 sec
Flexibility
Flexibility
Wellbeing
Wellbeing
Development
Development
Inclusive Environment
Inclusive Environment

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