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Title: Investment Associate
Location: CANational Bank Financial – Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 investment 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:Support Investment Advisors in providing superior customer service and be available to answer client requests in person, on the phone and by email.
Participate in activities to support Investment 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.
Assist clients in the use of our digital banking services.
Carry out all other related tasks.
Completed College and/or University diploma in a related field
Two years' relevant experience in the banking, insurance and/or financial industry
Successful completion of the Canadian Securities Course and/or Conduct and Practices Handbook Course
Excellent knowledge of the Microsoft Office Suite
Ability to adapt to change
Organizational and priority management skills
Ability to work under pressure
Be autonomous, energetic and disciplined
Bilingualism (French & English) might be required only in certain regions
At National Bank, we stand out by investing in our employees throughout their careers—as demonstrated when we were awarded silver in the "Most Innovative use of HR Technology" category at the 2020 Canadian HR Awards for our use of Axonify, a personalized learning solution that can be used every day. The Bank has innovated by modernizing its performance evaluation system to better meet our clients’ evolving needs. From now on, the corporate values (expected behaviours) of partnership, agility and empowerment count as much as the business objectives.Working at National Bank means having access to competitive working conditions, a wide range of employee benefits, a dynamic work environment and telemedicine services. National Bank sees diversity as a great source of wealth and values it in all its dimensions. Its objective is to offer an open, respectful work environment where all employees can achieve their full potential. Senior management's concrete commitment helps spread this value across all sectors in the organization. The Bank has been ranked among the top employers for diversity in Canada for several years. Come and see how: https://jobs.nbc.ca/diversity
Vacancy expired!