Wealth Management Associate

Description de poste : Wealth Management Associate

A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select group of international clients.

Votre rôle :

• Assister les conseillers ou conseillers privés avec les tâches administratives liées à la gestion des comptes des clients.
• Offrir un service à la clientèle de haute qualité, préparer les réunions avec les clients et agir en tant que personne-ressource pour les questions liées aux produits, procédures et politiques.
• Ouvrir et tenir à jour les dossiers des clients.
• Être le lien administratif entre les différents départements opérationnels pour effectuer efficacement les activités requises.
• Réaliser une variété de tâches administratives liées au développement des affaires de l'équipe et aux transactions financières.
• Aider à préparer des analyses de portefeuille et/ou des plans financiers.
• Se tenir au courant des marchés financiers.
• Assurer le respect des règles de conformité et de gestion des risques.

Votre équipe :

To serve distinctive clients in a market with strong potential, you’ll be part of a passionate team that is committed to going the extra mile. You will work closely with sector members and report to the Vice-President, Private Banking 1859.

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, and flexible leave that you can take when it's important to you.

Prérequis :

• Diplôme collégial complété et deux ans d'expérience pertinente.
• Études en administration de bureau, un atout.
• Expérience en service à la clientèle.
• Réussite du Canadian Securities Course (CSC) et du Conduct and Business Practices Handbook Course.
• Connaissance de Word et Excel.
• Capacité à travailler sous pression.
• Autonomie, initiative et discipline.

Vos avantages :

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!