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Digital media • london on
- Promoted
Wealth Associate (On-Site)
National BankLondon, OntarioSr. Paid Media Strategist
tbk CreativeLondon, Ontario, CARace Equality and Cultural Heritage (ReaCh) Network (Formerly BME) - Events & Media Officer
East of England Ambulance ServiceTrust Widemarketing manager
Synergy Windows and Doors IncLondon, ON, CADigital Media Volunteer
Cuso InternationalLondon, OntarioDigital Marketing Strategist
tbk CreativeLondon, Ontario, CAMulti-Faith Network (MFN) - Events & Media Officer
East of England Ambulance ServiceTrust Wide- Promoted
Digital Asset & FX Trader | London, Canada
Maverick CurrenciesLondon, CanadaMedia Sales Specialist
Best Version MediaLondon, OntarioOperations Manager
Osman Omar Real EstateLondon, ON, CA- Promoted
Communications/Advocacy Officer
Cuso InternationalLondon, OntarioMen's Wellbeing Network (MWN) - Events & Media Officer
East of England Ambulance ServiceTrust Wide- Promoted
Communication Advisor
Cuso InternationalLondon, OntarioSocial Media Advisor
Cuso InternationalLondon, OntarioSenior Digital Marketing Analyst
CARFAXLondon, OntarioAll Women EEAST (AWE) Network - Events & Media Officer
East of England Ambulance ServiceTrust WideInsurance Sales Representative
Ian McCleary InsuranceLondon, ON, CAadvertising and promotions specialist
Van Luyk Greenhouses and Garden CentreLondon, ON, CAReal Estate Sales Representative
Royal LePage Real EstateLondon, Ontario, Canada- Vaughan, ON (from $ 83,965 to $ 194,465 year)
- Regina, SK (from $ 68,799 to $ 193,100 year)
- St. Catharines, ON (from $ 64,512 to $ 182,498 year)
- Mississauga, ON (from $ 58,500 to $ 178,508 year)
- Ottawa, ON (from $ 63,375 to $ 168,183 year)
- Barrie, ON (from $ 92,336 to $ 144,280 year)
- East York, ON (from $ 57,141 to $ 142,992 year)
- London, ON (from $ 33,150 to $ 136,500 year)
- Toronto, ON (from $ 59,825 to $ 130,414 year)
- Old toronto, ON (from $ 60,000 to $ 127,668 year)
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Wealth Associate (On-Site)
National BankLondon, Ontario- Full-time
- Part-time
- Permanent
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:
- Completed college and/or university diploma in a related field
- Two years of relevant experience in the banking (“back office”), insurance, and/or financial industry
- Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
- Excellent knowledge of the Microsoft Office suite
- Excellent customer service skills
#INDGP
Skills
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