Associate

Join to apply for the Associate role at National Bank of Canada to help wealth advisors by providing exceptional customer service and improving client experience.

Responsibilities

• 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
• Open and update client files
• Coordinate advisors’ agendas, schedule appointments, and prepare clients 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.

Qualifications

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.

Additional Requirements

Additional required languages : English

Seniority Level

Employment Type

Job Function

Industries

Referrals increase your chances of interviewing at National Bank of Canada by 2x.

Location : Toronto, Ontario, Canada. Salary : CA$115,000.00-CA$150,000.00. Posted : 3 weeks ago.

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