Wealth associate
National Bank of Canada based in Sept-Îles, QC is inviting applications from suitable candidates for the position of Wealth associate. National Bank of Canada is a prominent financial institution specializing in personal and commercial banking, wealth management, investment banking, and mortgage solutions. It operates with a strong emphasis on customer-centric service and digital innovation, catering to a diverse range of clients nationwide. National Bank plays a pivotal role in the competitive landscape of banking sector. The candidates selected for the vacancy will be required to start the work as soon as possible.
Also hiring: Cashier
Job Description:
Employer Name: National Bank of Canada
Position: Wealth associate
No of Vacancies: 4
Salary: Salary is not mentioned, $25.00 – $40.00 hourly estimated salary
Employment Type: Full Time/Permanent
Area of Interest: Wealth management
Job Category: Professional
Location: Sept-Îles, QC
Shift: On-Site
Job ID: 21750
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates should have completion of university diploma
Experience: Candidates should have two years of experience in the banking (back office), insurance, and financial industry
Physical Requirements:
- The candidates should be detail-oriented, paying attention to accuracy and thoroughness in tasks
- The candidates should value diversity and inclusion, fostering an environment of equity and respect
- The candidates should be capable of multitasking, managing multiple responsibilities efficiently
- The candidates should work effectively in a team, collaborating and contributing to shared goal
Other Requirements:
- The candidates should have completed college in a related field and completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course
- The candidates should possess excellent knowledge of the Microsoft Office suite and demonstrate excellent customer service skills and demonstrate accountability in their work
- The candidates should possess strong communication skills, both verbal and written and client-focused, prioritizing client needs and satisfaction
- The candidates should exhibit emotional intelligence, understanding and managing their own emotions and those of others effectively and driven to achieve results and meet objectives
- The candidates should approach challenges with humility, open to learning and feedback and demonstrate empathy towards others, showing understanding and compassion
- The candidates should show initiative in taking action and seeking opportunities and learning agility, quickly adapting and applying new knowledge and skills
- The candidates should demonstrate perseverance, maintaining effort and resilience in the face of challenges
- The candidates should exhibit resiliency, bouncing back from setbacks and maintaining optimism
Responsibilities:
- The candidates should be able to support investment advisors in providing superior customer service and be available to meet client requests
- The candidates should be able to carry out routine operations related to financial transactions purchases and sales of securities and necessary transaction adjustments
- The candidates should be able to carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
- The candidates should be able to analyze, open, and update client files and produce portfolio management reports
- The candidates should be able to carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
- The candidates should be able to ensure adherence to compliance and risk management rules
Benefits:
- The candidates will get health, wellness program, flexible group insurance, generous pension plan, employee share ownership plan, employee and family assistance program and telemedicine service
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!