Wealth Management Assistant, Sherbrooke

Last update 2024-02-22
Expires 2024-02-21
ID #2014353848
Wealth Management Assistant, Sherbrooke
Canada, Québec, Sherbrooke,
Modified February 2, 2024


A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased.

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 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 investment 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 mutual funds 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.

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 Canadian Securities Course and/or Conduct and Practices Handbook Course valid, in progress or on agreement to carry them out within one year of hiring Good knowledge of the Microsoft Office suite  Organizational and priority management skills  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  Initiatives promoting community involvement  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 accommodations, feel free to let us know during your first conversations with us.  We welcome all candidates! What can you bring to our team?  Ready to live your ambitions?

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Wealth management assistant

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