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Senior Wealth Associate (On-Site)
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National BankBrossard, Quebec- Temps plein
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Attendance On-Site Job number 25021 Category Professional Status : Permanent Type of Contract Permanent Schedule : Full-Time Full Time / Part Time? Full-Time Posting date 18-Feb-2025 Location : Brossard, Quebec City Brossard Province / State Quebec Area of Interest : Wealth management
A career as a Senior 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 work closely with the investment advisors to ensure exceptional customer service and smooth branch operations.
Your job :
- Ensure administrative tasks related to account management are completed smoothly and provide outstanding customer service.
- assisting marketing material to present the service offering for investment advisors.
- Coordinate the organization of seminars for clients and plan content for them.
- Take part in financial planning meetings for clients, prepare files, ensure follow-up and subsequent steps.
- Oversee onboarding, training and coaching for new members of your team.
- Supervise the process of onboarding new clients, account opening, transfer, all administration task.
- Assist investment advisors in preparing annual business plans and monitor progress.
Your team :
National Bank Financial – Wealth Management is the fifth largest investment dealer 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 :
Languages : French
Skills
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Accountability Client-focused Communication Critical Thinking Cybersecurity Detail-oriented Digital literacy Information Analysis Initiative Learning Agility Multitasking Organization Skills Problem Solving Resiliency Solution implementation 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.