Overview
Wealth Assistant Jobs in Mercier Southeast – Quebec at National Bank
Title: Wealth Assistant
Company: National Bank
Location: Mercier Southeast – Quebec
Category: Finance & Banking
Location: Mercier Southeast
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:
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
#INDGP 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 …
