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Program analyst • peterborough on
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Wealth Associate (On-Site)
National BankPeterborough, OntarioPhysiotherapist (PT) – WSIB Community Rehabilitation (Contract)
Qualicare, WhitbyPeterborough/Lindsay, ON, CAPersonal Support Worker (PSW)
RhynoCarePeterborough, Ontario, CanadaSenior Laboratory Technician, Solid-Liquid Separation
SGSLakefield, Ontario, CanadaStrategic Development Program Trainee
EMCO CorporationPeterborough, Ontario, CanadaMortgage Specialist - Peterborough & the Kawarthas
ScotiabankPeterborough, ON, CA- Burlington, ON (from $ 85,000 to $ 177,649 year)
- Dartmouth, NS (from $ 78,326 to $ 152,260 year)
- Slave Lake, AB (from $ 73,531 to $ 151,323 year)
- Vaughan, ON (from $ 80,000 to $ 145,580 year)
- Gatineau, QC (from $ 73,791 to $ 144,774 year)
- Ajax, ON (from $ 51,675 to $ 141,228 year)
- Calgary, AB (from $ 70,957 to $ 135,497 year)
- Toronto, ON (from $ 72,109 to $ 131,059 year)
- Montreal, QC (from $ 77,563 to $ 131,006 year)
- Montreal-Ouest, QC (from $ 77,500 to $ 130,919 year)
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Wealth Associate (On-Site)
National BankPeterborough, Ontario- Full-time
- Part-time
- Permanent
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 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.
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:
- 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
- Organizational and priority management skills