Assistant in Wealth Management

Presence: On-site

Category: Support

Contract Type: Permanent A career as an assistant in the Wealth Management team at Banque Nationale is a position where your ability to work in synergy with clients and colleagues is highlighted. In this role, you assist wealth management advisors in standing out by providing exceptional customer service, thereby having a positive long-term impact on our client base.

Your Role

• Ensure client contact with diligence and professionalism. Quickly identify and resolve issues, or suggest solution paths
• Work closely with the advisor, team members, and internal and external partners to provide outstanding and personalized customer service
• Coordinate the advisor's schedule, book appointments, prepare client meetings, and follow up on actions to be taken
• Assist the advisor in the account opening process and updating client files
• Perform routine operations and administrative tasks meticulously, ensuring compliance with regulations
• Participate in keeping client documentation and annual reports up to date
• Contribute to business development by identifying clients' additional needs. Refer clients to team members or partners to meet their needs
• Participate in continuous improvement and development of operational processes
• Perform other related tasks connected to customer service, advisor development, and practice
• Ensure compliance with regulatory and risk management rules
• Stay vigilant regarding cybersecurity to prevent fraud risks
• Your Team:

Banque Nationale's Wealth Management is the fifth-largest securities brokerage firm in Canada by size. We have nearly 1,000 wealth management advisors managing the assets of over 400,000 clients across approximately 100 branches. Under regional leadership, you will work with a wealth management advisor to provide an exceptional client experience. Collaboration and camaraderie will be key to your success.

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

Requirements

• Completed college diploma in a relevant field to the industry
• Minimum of 5 years of experience in a relevant field such as banking operations, customer service, or an administrative role
• Interest in wealth management
• Strong customer service and interpersonal skills
• Proficiency in Microsoft Office Suite
• Sense of organization and priority management
• Ability to work in a dynamic, demanding, and sometimes time-sensitive environment
• Self-motivated and enjoy continuous learning
• Work with diligence and attention to detail
• Enjoy teamwork

#INDGP Your BenefitsIn addition to competitive compensation, we offer you, upon hiring, a range of flexible benefits to promote your well-being and that of your family, including:

• Health and wellness program with numerous options
• Flexible group insurance
• Generous retirement plan
• Employee stock purchase plan
• Employee assistance program and family support
• Preferred banking services
• Community involvement
• Telemedicine service
• Virtual sleep improvement clinic

We offer an evolving offer tailored to trends, your needs, and those of your loved ones.

Our dynamic work environments and modern collaboration tools provide an enjoyable employee experience. We value our employees' ideas. Whether through surveys or our programs, continuous dialogue and feedback are encouraged.

The Boldness to Act in a Human EnvironmentWe are a human-sized bank that stands out for its boldness, entrepreneurial culture, and passion for people. We exist to have a positive impact on people's lives. Our core values of camaraderie, agility, and power to act are our sources of inspiration. Inclusion is at the heart of our commitments. We aim, as much as possible, to provide an obstacle-free and accessible work environment for all employees.

We aim to provide, to the extent possible, accessibility measures during the recruitment process. If you require accommodations, please let us know during your initial interactions with us. We welcome candidates from all backgrounds and would like to know what you can bring to our team.

Join us!

**Required Languages: French