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About the Role
In this role, you will assist Wealth Management advisors in distinguishing themselves by providing exceptional customer service to create a positive long-term impact on our clients.
Responsibilities
- Assist investment advisors in providing superior customer service and be available to respond to client requests.
- Perform routine operations related to financial transactions (e.g., buying and selling securities, making necessary adjustments).
- Process deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure rigorous follow-up.
- Analyze and open client files and keep them up to date.
- Produce portfolio management reports.
- Manage client administrative files, including scheduling, appointment setting, and preparing client meetings.
- Ensure compliance with regulations and risk management rules.
Requirements
- Completed college and/or university degree in a field related to the business sector.
- 2 years of relevant experience in banking ('back office'), insurance, and/or finance.
- Securities trading course (CCVM) and/or relevant course from the Conduct of Business Handbook.
- Completed Canadian Investment Regulatory Organization (CIRO) exam.
- Excellent knowledge of Microsoft Office Suite.
- Excellent customer service skills.
Skills
- Communication
- Critical thinking
- Information analysis
- Multitasking
- Organizational skills
- Problem solving
- Stress management
- Teamwork
- Wealth management
- Cybersecurity
- Responsibility
- Client focus
- Attention to detail
- Digital skills
- Initiative
Location
- London
Work Type
- Onsite
- Permanent
- Full-time
Experience Level
- 2 years of relevant experience
Education Level
- College degree
- University degree
Benefits
- Competitive compensation
- Flexible health and wellness program
- Flexible group insurance
- Generous retirement plan
- Share purchase plan
- Employee and family assistance program
- Preferred banking services
- Involvement in community initiatives
- Telemedicine service
- Virtual sleep improvement clinic
About the Company
- National Bank Wealth Management is the fifth largest securities brokerage firm in Canada.
- We have nearly 1,000 investment advisors managing the assets of over 400,000 clients across approximately 100 branches.
- We are a human-sized bank that stands out for its boldness, entrepreneurial culture, and passion for people.
- Our core values of camaraderie, agility, and empowerment inspire us.
- Inclusion is at the heart of our commitments.
- We aim to provide a barrier-free and accessible work environment for all employees.
Equal Opportunity
- We strive to provide accessibility measures during the recruitment process.
- We welcome candidates from all backgrounds and would like to know what you can add to our team.
- We value the expression of unique characteristics, both visible and invisible.
- We welcome applications from all backgrounds and would like to know what you can add to our team.