- Facilitate communication among all parties (clients, advisors, collaborators)
- Deliver exceptional customer service in person, over the phone, and via email
- Analyze client accounts to support investment advisors in their business activities
- Conduct transactions related to investment accounts diligently
- Manage client files efficiently
- Organize advisors' schedules, arrange appointments, and prepare client meetings
- Ensure compliance with risk management regulations
- College diploma in a related field
- Minimum one year of relevant experience in areas like banking operations, customer service, or administration
- Proficiency in the Microsoft Office suite
- Strong organizational and prioritization skills
- Comprehensive health and wellness program
- Flexible group insurance plans
- Robust pension scheme
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Special banking services
- Opportunities for community engagement
- Telemedicine services
- Virtual sleep clinic
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Associate - Halifax, Canada - National Bank
Description
A position as an Assistant in the Wealth Management team at National Bank provides you the chance to demonstrate your ability to collaborate effectively with clients and colleagues. In this role, you will assist investment advisors in delivering outstanding customer service that will create a lasting positive impact on our clients.
Responsibilities:
Your Team:
National Bank Financial - Wealth Management is one of the largest brokerage firms in Canada with nearly 1,000 investment advisors serving over 400,000 clients in approximately 100 branches. Working under the regional manager, you will collaborate with an investment advisor to deliver exceptional client service. Success in this role will depend on teamwork and collaboration.
We aim to enhance your work-life balance by offering flexible work arrangements, including adaptable schedules and leave options that cater to your needs.
Requirements:
Alongside competitive remuneration, you will have access to various flexible benefits that support your well-being and that of your family:
Our vibrant workplaces and advanced collaboration tools foster a positive employee journey. We value employee feedback and actively listen to ideas through surveys and programs.
Putting People First:
We are a people-centric bank known for our courage, entrepreneurial spirit, and dedication to individuals. Our goal is to make a positive impact on people's lives. Our core principles of partnership, agility, and empowerment drive us, with inclusivity being at the heart of our values.
We offer an inclusive workplace accessible to all employees. Our recruitment process is designed to be fully inclusive, and we encourage candidates of all backgrounds.
Join Us and Bring Your Ambitions to Life!
