Wealth associate
National Bank of Canada based in London, ON is inviting applications from suitable candidates for the position of Wealth associate. National Bank of Canada is a leading financial institution offering banking, wealth management, and investment services. It provides a range of products, including personal banking, commercial banking, and financial solutions for individuals and businesses. With a focus on innovation, it uses digital platforms and a strong branch network to serve customers. Its commitment to excellence helps it maintain a strong position in the market. The candidates selected for the vacancy will be required to start the work as soon as possible.
Also hiring: Warehouseperson
Job Description:
Employer Name: National Bank of Canada
Position: Wealth associate
No of Vacancies: 3
Salary: Salary is not mentioned, $18.00 – $22.00 hourly estimated salary
Employment Type: Full Time/Temporary
Area of Interest: Wealth management
Job Category: Professional
Location: London, ON, CA
Shift: On-Site
Job ID: 23403
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 relevant experience in the banking (“back office”), insurance, and financial industry
Other Requirements:
- The candidates should have completed a college in a related field and completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course
- The candidates should have excellent knowledge of the Microsoft Office suite and excellent customer service skills
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, 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 and 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!