Wealth Associate - Ottawa, Canada - National Bank of Canada

National Bank of Canada

Verified Company

Ottawa, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Attendance
On-Site

Job Number
15877

Category
Professionnal

Status:
Permanent
Schedule: Full-Time
Posting date
05-Jul-2023

Location:

Ottawa, Ontario
Area of Interest: OperationsA career as a Wealth Associate at National Bank is a career where you can showcase your ability to work in synergy with clients and colleagues.

In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

Your role:

Support wealth advisors in providing superior customer service and be available to address 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 followup
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
Command of the French language is required, a working knowledge of business is an asset.

Your team:

National Bank Financial - Wealth Management is the fifth largest mutual funds 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 an investment 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, and flexible leave that you can take when it's important to you.

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 and/or Conduct and Practices Handbook Course
Excellent knowledge of the Microsoft Office suite
Excellent customer service skills
Organizational and priority management skills
Autonomous, dynamic, and meticulous

Languages:

Skills:

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Accountability

Client-focused

Communication

Detail-oriented

Diversity & Inclusion

Driving Results

Emotional Intelligence

Empathy

Initiative

Learning Agility

Multitasking

Perseverent

Resiliency

Teamwork

Your benefits:

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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:

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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.

Ready to live your ambitions?