Wealth Associate - Jobs in Surrey

Job Description

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 investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Your role:

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-upAnalyze, open, and update client filesProduce portfolio management reportsParticipate in activities to support investment advisors in their business developmentCarry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetingsEnsure adherence to compliance and risk management rulesYour 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 an investment advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.Prerequisites:

Two years of relevant experience in the banking, insurance, and/or financial industryCompletion of the Canadian Securities Course and/or Conduct and Practices Handbook CourseCompleted college and/or university diploma in a related field would be an assetFluent in EnglishExcellent knowledge of the Microsoft Office suiteExcellent customer service skills Organizational and priority management skillsAutonomous, dynamic, and meticulousYour benefitsIn 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.

Health and wellness program, including many options Flexible group insurance Generous pension plan Employee Share Ownership Plan Employee and Family Assistance Program Preferential banking services Initiatives promoting community involvement Telemedicine service Virtual sleep clinicThese are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We #39;re putting people first:We #39;re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples #39; lives.Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.We welcome all candidates! What can you bring to our teamReady to live your ambitions