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National Bank of Canada Associate Wealth Management Job | Hybrid | Apply Now

A National Bank of Canada Associate Wealth Management Job performs a key position in supporting wealth advisors via turning in super customer service, making sure green communique with clients, and...
Posted in Blog   •   Jobs
2025-01-28
National Bank of Canada Associate Wealth Management Job | Hybrid | Apply Now

A National Bank of Canada Associate Wealth Management Job performs a key position in supporting wealth advisors via turning in super customer service, making sure green communique with clients, and dealing with administrative responsibilities. Responsibilities encompass studying purchaser bills, dealing with transactions, keeping customer documents, scheduling appointments, and ensuring compliance with rules. Associate wealth management function requires a university degree, at least one year of relevant experience, and sturdy competencies in Microsoft Office. Associates benefit from hybrid work surroundings, competitive earnings, health and wellbeing programs, a generous 401-k, and career boom possibilities. This role gives the chance to make a significant effect on a dynamic crew.

  • Job Title: Associate Wealth Management 
  • Company: National Bank of Canada 
  • Salary: Not Disclosed 
  • Location: Joliette, QC J6E 4J4
  • Experience: 0 – 1 years
  • Work: Hybrid 

Company Overview:

National Bank of Canada is a primary monetary corporation that offers banking offerings to human beings, agencies, and establishments at some unspecified time within the destiny of Canada. With a strength of mind for innovation, customer satisfaction, and a robust level of obligation within the route of companies, National Bank has earned popularity for its integrity and manipulation inside the financial quarter. The Wealth Management department of the economic business agency is considered one of the most critical inside the u. S ., presenting complete funding, retirement, and assets planning services to its numerous purchaser base.

Job Description: Associate Wealth Management Job

National Bank of Canada is currently searching out an Associate Wealth Management enterprise in Joliette, Quebec. This complete-time, hybrid feature will allow you to display your functionality to artwork in collaboration with customers and friends while at the same time assisting wealth advisors deliver exquisite customer support. As an Associate, your contributions will be a useful resource to the Associate Wealth Management organization in preserving and building lasting patron relationships through effective communication, administrative help, and help in corporate corporation business enterprise development.

National Bank of Canada (BNC) is recruiting Different Profiles (+150 Positions)

Key Responsibilities: Associate Wealth Management Job 

As an Associate, you can work carefully with wealth advisors to ensure smooth operations in purchaser bills and commercial enterprise company business employer organization improvement sports sports sports activities sports. Your duties will embody:

1. Client Communication:

  • Act because of the truth, the principle detail of touch amongst customers, wealth advisors, and collaborators.
  • Ensure easy, inexperienced, and expert conversation through cellular cell phone, email, and in-individual interactions with clients.
  • Address purchaser inquiries, supplying correct records, and resolving troubles right now.

2. Customer Service:

  • Provide great customer support, making sure an immoderate degree of customer pleasure in all interactions.
  • Manage consumer relationships through proactive communication and check-ups.
  • Handle complicated customer requests and make sure their goals are met correctly and efficiently.

3. Account Management:

  • Analyze purchaser debts to useful resource wealth advisors in business employer improvement sports activities sports activities sports activities sports.
  • Prepare patron records and monetary statistics to benefit aid in making informed funding alternatives.
  • Carry out transactions related to funding ensuring accuracy and compliance with guidelines.

4. Administrative Support:

  • Open and preserve consumer documents, ensuring all documentation is up to date and prepared.
  • Assist with scheduling conferences, coordinating advisors’ agendas, and preparing for consumer meetings.
  • Ensure that each one’s administrative responsibilities are finished on time and meet commercial enterprise organization necessities.

5. Compliance and Risk Management:

  • Ensure adherence to compliance guidelines, danger manipulation techniques, and business agency commercial enterprise employer necessities.
  • Stay updated with modern-day compliance recommendations, tips, and extremely good business enterprise practices.
  • Identify and decorate any functionality risks or compliance issues to appropriate stakeholders.

6. Business Development Support:

  • Assist wealth advisors in business enterprise development by collecting relevant purchaser data and making geared-up critical substances for customer conferences.
  • Help advisors make bigger new opportunities and hold sturdy relationships with clients. 
  • Support the agency commercial enterprise corporation development goals of the business enterprise through the delivery of great employer and administrative obligations.

Qualifications For Associate Wealth Management 

To accumulate this option, you may want the subsequent qualifications:

1. Education: A college degree in a related region (business agency management, finance, economics, or a similar region of have a have a look at) is needed.

2. Experience: At least 365 days of applicable enjoyment in a similar feature that eembodiesbanking operations, customer service, or control is needed. Experience in the wealth management or financial offerings of commercial enterprise enterprises is an asset.

3. Technical Skills: Strong organizational and time control capabilities are essential to juggle more than one duties efficiently. Experience with CRM application program software and funding manipulation machines is a plus.

4. Interpersonal Skills: Strong conversation abilities are critical for interacting with clients and inner stakeholders.Ability to work independently and as a part of a difficult and speedy art.

5. Professional Attributes: A patron-targeted mindset, with the capability to provide incredible customer support.Strong analytical abilities, with the functionality to evaluate consumer payments and put together relevant materials.Commitment to maintaining confidentiality and following compliance requirements.

Benefits of working with the National Bank of Canada 

National Bank of Canada is dedicated to supporting the proper being of its personnel and their families. As part of the employer, you may be eligible for quite some of whole benefits, collectively with:

1. Health and Wellness Program: Access to numerous health options, ensures a balanced and healthy way of lifestyle. E employee assists software program utility software providing intellectual fitness manual, counseling, and stress manipulation assets.

2. Flexible Group Insurance: Comprehensive health and dental coverage options for personnel and their families.Flexible coverage plans to address precise non-public and own family desires.

3. Pension Plan: A beneficent 401-properly sufficient plan that will help you plan for your retirement and financial protection.

4. Employee Share Ownership Plan: Participate in the Employee Share Ownership Plan, permitting you to invest in the National Bank and gain from its achievement.

5. Preferential Banking Services: Access to big banking services and products to be had virtually to employees, helping you control your personal charge range correctly.

6. Opportunities for Community Involvement: Get involved in network community tasks and volunteer opportunities through National Bank’s electricity of will to agency social responsibility.

National Bank of Canada

Career Development and Growth at the National Bank 

National Bank encourages non-prevent reading and professional boom. As an Associate Wealth Management department, you could have proper or get admission to ongoing education possibilities to decorate your talents and facts. You might be supported with the useful beneficial resource of a collection of professionals who are committed to mentoring and helping you expand in the company. Whether you aspire to decorate internal Associate Wealth Management or find out awesome regions of the economic organization, National Bank gives numerous dynamic paintings of surroundings wherein your pursuits can be positioned.

Inclusivity and Accessibility:

National Bank of Canada is dedicated to growing an inclusive and to-be-had place of business. The monetary employer business enterprise encourages candidates from all backgrounds to use and guarantees that its recruitment approach is sincerely to be had. If you require any accommodations at some diploma within the hiring method, you are encouraged to permit the economic employer to apprehend, and they’ll make the essential preparations.

Why Join the National Bank of Canada?

By becoming a member of National Bank, you will become a part of a company that values its personnel and offers opportunities for professional improvement and personal improvement. With a focal point on collaboration, flexibility, and innovation, the  National Bank of Canada is a splendid choice for specialists looking to make a first-rate effect within the monetary organization. Join a dynamic enterprise corporation committed to developing a difference in customers’ lives at the same time as supporting your growth and well-being.

Application Process For Associate Wealth Management Job 

National Bank generally responds to applicants within 7 days of software program program software application software. If you are inquisitive about this possibility and take transport as real as you meet the qualifications stated above, please exercise these days to start your journey with a considered one in each of Canada’s critical monetary establishments.

Conclusion:

The Associate Wealth Management at the National Bank of Canada gives an interesting possibility to contribute to the increase of the Associate Wealth Management branch the same time supplying wonderful customer service and administrative useful beneficial resources. With aggressive advantages, bendy artwork options, and a way of existence that promotes professional increase and nicely-being, this option is proper for humans seeking to make a pleasing effect in supportive, purchase surroundings.

Click Here to Apply Online 

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