Job Description

Primary Locations: Toronto, Ontario

Attendance: On-site

Employee Status: Regular

Schedule: Full-time

National Bank Financial \xc3\xa2\xc2\x80\xc2\x93 Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 investment advisors in close to 100 branches, helping more than 400,000 clients manage their assets.

This position reports to the Regional Manager.\xc3\x82 \xc3\x82 More specifically, your role in the team will be to:

• Support Investment Advisors in providing superior customer service and be available to answer client requests in person, on the phone and by email.
• Participate in activities to support Investment Advisors in their business development.
• Execute unsolicited transactions, buying and selling of securities and transaction adjustments, if applicable.
• Carry out instructions such as deposits, withdrawals, transfers and currency conversions for all investment accounts and ensure a rigorous follow-up.
• Analyze, open and update client files.
• Generate portfolio management reports.
• Implement efficient procedures for the administration of client files.
• Manage the advisors\xc3\xa2\xc2\x80\xc2\x99 agenda, book appointments and prepare for client meetings.
• Provide clients with information on tax slips and other documents.
• Assist clients in the use of our digital banking services.
• Carry out all other related tasks.

Competencies required :

• Completed College and/or University diploma in a related field
• Two years\' relevant experience in the banking, insurance and/or financial industry
• Successful completion of the Canadian Securities Course and/or Conduct and Practices Handbook Course
• Excellent knowledge of the Microsoft Office Suite
• Ability to adapt to change
• Organizational and priority management skills
• Ability to work under pressure
• Be autonomous, energetic and disciplined

Your benefits\xc3\x82

In addition to competitive compensation, upon hiring you\xc3\xa2\xc2\x80\xc2\x99ll 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\xc3\xa2\xc2\x80\xc2\x99 ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We\'re putting people first\xc3\x82

We\'re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.\xc3\xa2\xc2\x80\xc2\xaf\xc3\xa2\xc2\x80\xc2\xaf Our mission is to have a positive impact on peoples\' lives.\xc3\x82

Our core values of partnership, agility, and empowerment inspire\xc3\x82 us,\xc3\xa2\xc2\x80\xc2\xafand\xc3\x82 inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.\xc3\xa2\xc2\x80\xc2\xaf\xc3\x82

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.\xc3\x82

We welcome all candidates! What can you bring to our team?\xc3\x82 \xc3\xa2\xc2\x80\xc2\xaf\xc3\x82

Ready to live your ambitions?\xc3\x82

Particular Condition:Position paid 100% base salary + redirected premium + bonus. If you don\xc3\xa2\xc2\x80\xc2\x99t have the required licences, by accepting the position, you pledge to successfully complete the Canadian Securities Course and the Conduct and Practices Handbook Course within one year of taking the position. The candidate needs to be able to identify all risks inherent to the sector\xc3\xa2\xc2\x80\xc2\x99s activities. OVERVIEW OF THE RECRUITMENT PROCESS All applications will be reviewed on an ongoing basis. Once your application has been reviewed, if you\'re selected to continue the process, you\'ll receive an email invitation within 72 hours from to answer a Talent Explorer questionnaire. **Please check your spam or junk folder. You\'ll have 24 hours to complete the questionnaire (takes 15 minutes). Completing the questionnaire is mandatory if you want to continue with the recruitment process. We thank all candidates who show their interest and apply. However, because of the volume of applications we receive, only candidates under consideration will be contacted for a first-round interview.

JobField: Wealth Management

Unposting Date: 2023-01-19

Job Number: SUP001JI

Posting Date: 2023-01-05

National Bank of Canada