Job Description

Presence: Sur lieu de travail



Categorie d'emploi: Soutien



Type de contrat: Permanent



Tes avantages:
A career as an assistant in the Wealth Management team at National Bank is a job where your ability to work in synergy with clients and your colleagues is highlighted. In this role, you help wealth management advisors stand out by providing exceptional client service to have a positive long-term impact on our clients.

Your job:

Ensure effective communication between all stakeholders (customers, advisors, and various employees). Provide superior customer service, in person, over the phone and via email. Carry out analysis of client accounts with a view to activities related to the development of the business of wealth management advisors. Carefully carry out operations related to investment accounts. Open customer files and keep them up to date. Coordinate the advisors' schedules, make appointments and prepare meetings with clients. Ensure compliance and risk management rules are respected.

Your team:

National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have nearly 1,000 investment advisors managing the assets of more than 400,000 clients in approximately 100 branches. Reporting to regional management, you will partner with a wealth management advisor to deliver an exceptional client experience. Collaboration and partnership will be the keys to your success.



We aim to offer you maximum flexibility in your work to enhance your quality of life. This includes hybrid office and remote working, flexible working hours to balance your professional and personal life, and flexible leave at times that matter.

Prerequisites:

College diploma completed in a field related to the sector of activity A minimum of one year of experience in a relevant field such as banking, customer service or in an administrative role Good knowledge of Microsoft Office Suite Sense of organization and priority management
#INDGP

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!



Autres langues requises: Anglais