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.
Your job:
- - Ensure customer contact with rigor and professionalism. Quickly identify a problem and solve it, or suggest possible solutions
- Work closely with the advisor, team members, and internal and external partners to provide exemplary and personalized customer service
- Coordinate the advisor's agenda, make appointments, prepare client meetings and ensure follow-up and/or actions to be taken
- Assist the advisor in the process of opening an account and updating client files
- Rigorously carry out day-to-day operations and administrative tasks, while ensuring that regulatory requirements are met
- Participate in maintaining up-to-date client documentation and annual reports
- Participate in business development by identifying complementary customer needs. Refer customers to team members or partners to meet their needs
- Participate in the continuous improvement and development of operational processes
- All other related tasks related to the advisor's client service, development and practice
- Ensure compliance and risk management compliance
- Remain vigilant in terms of cybersecurity in order to prevent the risk of fraud attempts
Your team:
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
📌 Wealth Associate (Brossard)
🏢 National Bank
📍 Brossard
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.