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Red Deer

    Associate (On-Site) - Red Deer, AB, Canada - National Bank

    National Bank
    National Bank Red Deer, AB, Canada

    2 weeks ago

    National Bank background
    Description
    Attendance On-Site Job Number 20689

    Category Support Status:
    Permanent Type of

    Contract Permanent Schedule:

    Part-Time 22.5 hours Full Time / Part Time? Part-Time Number of Hours 22.5 Posting date 18-Apr-2024 Location: Red Deer, Alberta City Red Deer Province/State Alberta Area of Interest: Wealth management A career as a Wealth Management Assistant at National Bank Financial, will give you the opportunity to show 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 job:
    Ensure effective communication between all parties (clients, advisors, and various collaborators)

    Provide superior customer service in person, on the phone, and by email Analyze client accounts to prepare for activities that support investment advisors in their business development Diligently carry out transactions related to investment accounts Open and update client files Coordinate advisors' agendas, schedule appointments, and prepare clients meetings Ensure adherence to compliance and risk management rules Your team:
    The MacDougall Wealth Management Group is a leader in integrated wealth planning and asset management. Our diverse and highly respected team caters to people in need of sophisticated wealth planning and investment solutions. Our clients benefit from a culture of idea sharing and collaboration.


    Prerequisites:

    College diploma in a related field At least one year of relevant experience in a related field such as banking operations, customer service, or administration Good knowledge of the Microsoft Office suite Organizational and priority management skills Your benefits Press space or enter keys to toggle section visibility 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 optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual 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:

    Press space or enter keys to toggle section visibility 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 Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal
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