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- Edmonton, AB
- investment banking associate
Investment banking associate Offres d'emploi - Edmonton, AB
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Investment banking associate • edmonton ab
- Offre sponsorisée
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NATIONAL BANK OF CANADAEdmonton, Alberta- Temps plein
- Temps partiel
- CDI
Attendance On-Site Job number 24902 Category Professional Status : Permanent Type of Contract Permanent Schedule : Full-Time Full Time / Part Time? Full-Time Posting date 12-Feb-2025 Location : Edmonton, Alberta City Edmonton Province / State Alberta Area of Interest : Wealth management
A career as a Wealth Associate at National Bank is a job where you can showcase 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 :
- Support investment advisors in providing superior customer service and be available to meet client requests
- Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
- Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
- Analyze, open, and update client files
- Produce portfolio management reports
- Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
- Ensure adherence to compliance and risk management rules
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 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.
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 hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work / life balance, and flexible leave that you can take when it's important to you.
Prerequisites :
Languages : English
Skills
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Accountability Client-focused Communication Critical Thinking Cybersecurity Detail-oriented Digital literacy Information Analysis Initiative Learning Agility Multitasking Organization Skills Problem Solving Resiliency Solution implementation 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.