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Wealth Management Assistant

Attendance
On-Site
Job Number
8962
Category
Senior Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Temps plein 
Full Time / Part Time?
Temps plein
Posting date
12-Nov-2024
Location: Ottawa, Ontario
City
Ottawa
Province/State
Ontario
Area of Interest: Advisory services, Call centres

A career as a Wealth Management Assistant is a job where your ability to work in synergy with clients and colleagues is emphasized. In this role, you help Investment Advisors stand out by providing exceptional client service to make a long-term positive impact with our clients. 

Your role:

  • Ensure effective communication between all stakeholders (clients, advisors, and various staff).
  • Provide superior customer service in person, on the phone and by email.
  • Analyze client accounts for activities related to the development of the Investment Advisors' business.
  • Accurately complete investment account transactions.
  • Open and maintain client files.
  • Coordinate the advisors' agenda, make appointments and prepare meetings with clients.
  • Ensure compliance and risk management rules are followed.

Your team:

National Bank Financial Wealth Management is the fifth largest investment dealer in Canada. We have close to 1,000 Investment Advisors managing the assets of over 400,000 clients in approximately 100 branches. Under regional management, you will team up with an Investment Advisor to deliver an exceptional client experience.  Collaboration and partnership will be the keys to your success.

We aim to offer you maximum flexibility in your work to promote your quality of life. This includes hybrid office and remote work, work time arrangements to balance work and personal life, and flexible time off at times that matter.

Prerequisite:

  • Completed college degree in an industry related field.
  • Minimum of one year experience in a relevant field such as banking, customer service or administrative role
  • Good knowledge of the Microsoft Office Suite






Languages:
French, English

Skills

Accountability Client-focused Communication Detail-oriented Diversity & Inclusion Driving Results Emotional Intelligence Empathy Humility Initiative Learning Agility Multitasking Perseverent Resiliency Teamwork
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. 

* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and Family Assistance Program
* Preferential banking services
* Opportunities to get involved in community initiatives
* Telemedicine service
* Virtual sleep clinic 
 
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. 

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.  

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? 

Come live your ambitions with us!

We're putting people first:

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.  Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We want to offer an accessible, barrier-free workplace to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

See more

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

See more

Discover our culture

Duration: 1 min 25 sec
Flexibility
Flexibility
Wellbeing
Wellbeing
Development
Development
Inclusive Environment
Inclusive Environment

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