Wealth Associate - Edmonton, Canada - National Bank of Canada
Description
Your Job:
- Work closely with our Investment Advisors, managing client requests and ensuring that daily transactions and trades are accurate.
- Liaise with various departments, manage key dates for client requests, and maintain an impeccably detailed task list to ensure that all client needs are met.
Your Team:
The Esposito Advisory Team's focus is around delivering effective wealth strategies with a multi-disciplinary family office approach for a select group of like-minded clients.
Like their relationships with clients, the team has a strong emphasis on building long-term relationships with opportunities for advancement internally.
Prerequisites:
- Completion of the Canadian Securities Course and Conduct and Practices Handbook Course with a securities license.
- Several years of experience in the investment industry and excellent working knowledge of Outlook Suite, especially Excel.
- Experience with a client management system and portfolio management reporting.
- Some experience with options and life insurance would be considered an asset.
- Selfstarter who takes initiative and can work independently while being a productive and valued team member.
- Understands a results oriented economy.
- Adaptable, possess excellent critical thinking, problemsolving, and organizational skills, and be able to reprioritize effectively to meet deadlines.
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
- Initiatives promoting community involvement
- Telemedicine service
- Virtual sleep clinic
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