A career as a Branch Administrator & Associate in the Wealth Management team at National Bank Financial gives you the opportunity to play a key role in both client service and branch operations. In this hybrid position, you will work in synergy with clients, wealth advisors, colleagues, and regional partners to support an exceptional client experience while helping ensure the smooth day-to-day functioning of the branch.
You will contribute to the success of advisor teams by providing high-quality administrative, operational, and client service support. Your ability to manage priorities, communicate effectively, follow procedures, and support compliance and risk management practices will have a positive impact on both clients and colleagues.
Your role:
Your team:
National Bank Financial – Wealth Management is one of Canada’s leading investment brokerage firms, with close to 1,000 investment advisors managing the assets of more than 400,000 clients in approximately 100 branches.
As part of the branch team, you will collaborate closely with wealth advisors, associates, branch employees, and regional management. Collaboration, partnership, professionalism, and sound judgment will be key to your success in this hybrid role.
Prerequisites:
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Communication Critical Thinking Information Analysis Multitasking Organization Skills Problem Solving Stress Management Teamwork Wealth Management Cybersecurity Accountability Client-focused Detail-oriented Digital literacy Initiative 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 such as:Branch Administrator (On-Site) • Kelowna, British Columbia
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