Wealth associate
National Bank of Canada based in Chicoutimi, QC is inviting applications from suitable candidates for the position of Wealth associate. National Bank of Canada is a leading financial institution based in Montreal, known as the sixth-largest bank in the country. It offers a wide range of services, including personal and commercial banking, wealth management, and financial markets solutions. It strengthens its competitive position and expands its national presence. The candidates selected for the vacancy will be required to start the work as soon as possible.
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: Permanent/ Full Time
Area of Interest: Wealth management
Job Category: Professional
Location: Chicoutimi, QC, CA
Shift: Hybrid
Job ID: 26415
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates should have completed a college
Experience: Candidates should have two years of relevant experience in the banking (“back office”), insurance, and financial industry
Other Requirements:
- The candidate should have completed the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
- The candidate should have excellent knowledge of the Microsoft Office suite, possess excellent customer service skills
Responsibilities:
- The candidate should be able to support investment advisors in delivering superior customer service and be available to meet client requests
- The candidate should be able to carry out routine operations related to financial transactions, including purchases and sales of securities and necessary transaction adjustments
- The candidate should be able to process deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
- The candidate should be able to analyze, open, and update client files accurately, produce portfolio management reports
- The candidate should be able to manage the administrative aspects of client files, including managing agendas, scheduling appointments, and preparing for client meetings
- The candidate should be able to ensure strict adherence to compliance and risk management rules
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!