Wealth Associate

Primary Locations :White Rock, British Columbia : Attendance :On-site : Employee Status :Regular : Schedule :Full-time : National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 Wealth Advisors in close to 100 branches, helping more than 400,000 clients manage their assets.

This position reports to the Regional Manager. More specifically, your role in the team will be to:

• Participate in activities to support Wealth Advisors in their business development.
• Execute unsolicited transactions, buying and selling of securities and transaction adjustments, if applicable.
• Carry out instructions such as deposits, withdrawals, transfers and currency conversions for all investment accounts and ensure a rigorous follow-up.
• Analyze, open and update client files.
• Generate portfolio management reports.
• Implement efficient procedures for the administration of client files.
• Manage the advisors’ agenda, book appointments and prepare for client meetings.
• Provide clients with information on tax slips and other documents.
• Carry out all other related tasks.

QUALIFICATIONS

• Successful completion of the Canadian Securities Course and Conduct and Practices Handbook Course
• Options license would be an asset
• Completed College and/or University diploma in a related field would be an asset
• Two years' relevant experience in the banking, insurance and/or financial industry
• Excellent knowledge of the Microsoft Office Suite
• Social Media marketing experience would be an asset
• Ability to adapt to change
• Organizational and priority management skills
• Ability to work under pressure
• Be autonomous, energetic and disciplined

YOUR BENEFITS

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

• Health and wellness program, including many benefits
• Flexible group insurance
• Defined benefit pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferred banking services
• Volunteer program
• Telemedicine
• Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.

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 accommodations, feel free to let us know during your first conversations with us.

Ready to live your ambitions?