Wealth associate
National Bank of Canada based in Amos, QC is inviting applications from suitable candidates for the position of Wealth associate. National Bank of Canada is a leading financial institution, primarily serving individuals, businesses, and corporations. It offers banking, wealth management, investment solutions, and insurance services. Operating mainly, with international expansions, it drives growth through personalized financial solutions and strategic market positioning. The candidates selected for the vacancy will be required to start the work as soon as possible.
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Job Description:
Employer Name: National Bank of Canada
Position: Wealth associate
No of Vacancies: 3
Salary: Salary is not mentioned, $25.00 – $30.00 hourly estimated salary
Employment Type: Temporary/Full Time
Area of Interest: Wealth management
Job Category: Professional
Location: Amos, QC
Job ID: 25139
Requirements:
Languages: Candidates must have knowledge of the English and French Language
Education: Candidates should have completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course
Experience: Candidates should have two years of relevant experience in the banking (“back office”), insurance, and financial industry
Other Requirements:
- The candidates should have a completed college and university diploma in a related field and 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, produce portfolio management reports and ensure adherence to compliance and risk management rules
- The candidates should be able to carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings.
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.