06 Oct
|
9073-3577 Quebec
|
Victoriaville
06 Oct
9073-3577 Quebec
Victoriaville
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues.In this role, you will hel Permanent Full time Full-time Permanent Part-time Permanent Full-time +1 Victoriaville | Permanent – Full-time.Permanent Full-time +1 A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. 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 wealth advisors in their business development Diligently carry out transactions related to investment accounts Ensure adherence to compliance and risk management rules National Bank Financial – Wealth Management is the fifth largest investment 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.
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 flexible leave that you can take when it's important to you.
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 Area the ERCI course, Canadian regulatory Review on investments in the first year in position (formerly CSC and MNC) Languages: French 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 such as: Employee and family assistance program Involvement in community initiatives Virtual sleep clinic Whether through our surveys or programs, regular feedback and ongoing communication are encouraged. We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments.
📌 Coordonnateur administratif-formation ou coordonnatrice administrative — formation (Victoriaville)
🏢 9073-3577 Quebec
📍 Victoriaville