Weath Management Assistant

A career as a Wealth Management Assistant at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

Your role:

• Be the main point of contact for clients by handling incoming calls and emails
• Verify by phone or video conference certain information contained in client files to ensure data accuracy
• Distribute tasks within the team and follow up on all active files
• Assist and support clients in using the IT tools available to them
• Write client-directed communications
• Manage the team's agenda by coordinating phone, virtual, or in-person meetings and making reservations for meeting rooms and restaurants, as needed
• Develop marketing materials and keep them up to date
• Manage the team's brand image
• Optimize social media presence
• Provide administrative support to team members during vacations and peak periods

Your team:

National Bank Financial - Wealth Management is the fifth largest mutual funds brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with an investment advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

• Completed college diploma in a related field
• Customer service experience
• Strong communication and writing skills
• Knowledge of Office Suite 365 and comfortable using IT tools
• Excellent command of spoken and written French

Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

• Health and wellness program, including many options;
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Initiatives promoting community involvement
• Telemedicine service
• Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. 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. We welcome all candidates! What can you bring to our team? Ready to live your ambitions?