A  career as  a Wealth  Management  Associate  in  the  1859  Private Banking sector  is  a  job  that  allows you to offer services and advice to a distinctive and wealthy clientele within National Bank. In this role, you offer a wide range of  financial  services  to individuals, businesses and public administrations across Canada, as well as specialized services to a select clientele based internationally. Your  job: •        Assist  the  private  advisor  in  all  administrative  tasks  related  to  the  management of  client  accounts  .
•        Provide  superior  customer service  ,  prepare  customer  meetings  and  act  as  a  resource  person for questions related to products,  procedures  and  policies  .
•        Open  and  maintain  customer  files  in  accordance  with  deadlines  .   ?   ? ? ? ? ? ?
•        Carry out  administrative links  with  the  various  operational  services  to  efficiently  carry  out the required activities.
•        Perform  various  administrative  tasks  related  to  the team’s  financial  transactions  and  business development.
•        Assist in the preparation of portfolio analyses and/or  financial planning.
•        Keep your knowledge of financial markets up to date  .
•        Ensure compliance and risk management rules are respected.
Your  team: In order  to  properly  serve  this  distinctive  clientele  in  a  high  - potential  market  ,  you  are  part  of a  passionate,  committed  and  dedicated team  .  You  work  closely  with  members  of the sector, and you report to the Director of Client Service, Private Wealth Investment 1859. We  aim  to  offer  you  maximum  flexibility  in  your  work  to  promote  your  quality  of  life  .  This includes hybrid work in the office and  remotely , flexible working hours to balance professional and personal life, and flexible  leave  at times that matter.
Prerequisites:
•        Completed college diploma and two years of  relevant experience
•        Studies in administration or office automation,  desirable
•        Experience in customer  service
•       Completion of the Canadian Securities Course and Conduct and Practices Handbook Course with a securities license. ? ?
•    Knowledge of Word and  Excel  software
•        Ability to work under  pressure
•        Autonomy, initiative and attention to detail
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. 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
Opportunities to get involved in community initiatives
Telemedicine service
Virtual sleep clinic
These 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're putting people first
We'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' 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 accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!!