Associate

 

Wealth Management Assistant Position at National Bank

Location: Halifax, NS

Job Type: Full-time

Benefits Overview:

• Employee Assistance Program
• Comprehensive Wellness Program

Role Description: National Bank invites you to apply for an enriching career as an Assistant in our Wealth Management team. This role is your chance to demonstrate your collaborative skills with both clients and colleagues while supporting investment advisors in delivering outstanding customer service. This position will have a meaningful, positive impact on our clients over the long term.

Responsibilities Include:

• Facilitating effective communication among clients, advisors, and collaborators.
• Delivering exceptional customer service across various platforms.
• Analyzing client accounts for business development activities.
• Efficiently handling transactions and updating client files.
• Coordinating schedules, appointments, and preparing for client meetings.
• Ensuring compliance with risk management protocols.

Your Team: You'll be joining National Bank Financial – Wealth Management, the fifth-largest mutual funds brokerage in Canada. With approximately 1,000 investment advisors managing assets for over 400,000 clients across 100 branches, you'll collaborate closely with an investment advisor under the guidance of the regional manager to deliver unparalleled client service. Success will hinge on effective collaboration and partnership.

Work-Life Balance Initiatives: We're dedicated to enhancing your work-life balance through flexible scheduling and leave options, ensuring you can prioritize what matters most to you.

Prerequisites:

• A college diploma in a relevant field.
• At least one year of experience in banking operations, customer service, or administration.
• Proficiency in the Microsoft Office suite.
• Strong organizational and priority management skills.

Benefits Package: Upon joining, you will receive:

• Competitive salary and a comprehensive benefits package.
• Diverse health and wellness program options.
• Flexible group insurance and a generous pension plan.
• Employee Share Ownership Plan.
• Opportunities to engage in community initiatives.
• Access to telemedicine services and a virtual sleep clinic.

Our Commitment to Employees: We provide dynamic work environments and advanced collaboration tools to foster a positive employee experience. Regular feedback and ongoing communication are key components of our inclusive workplace culture.

Inclusivity Statement: National Bank prides itself on its human-scale approach, entrepreneurial spirit, and dedication to people. We aim to make a significant positive impact on lives with our core values of partnership, agility, and empowerment. Our commitment to inclusivity and providing a barrier-free workplace welcomes all potential team members.

Accessibility Assurance: Our recruitment process is designed to be fully accessible. Should you require accommodations, please notify us during your initial conversations. We eagerly anticipate what unique qualities you can bring to our team.

Join Us! Live out your ambitions with a career at National Bank.