Attendance On-Site

Job Number: 20689

Category: Support

Status: Permanent

Type of Contract: Permanent

Schedule: Part-Time 22.5 hours

Full Time / Part Time? Part-Time

Number of Hours: 22.5

Posting date: 18-Apr-2024

Location: Red Deer, Alberta

City: Red Deer

Province/State: Alberta

Area of Interest: Wealth management

A career as a Wealth Management Assistant at National Bank Financial

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 job:

• Ensure effective communication between all parties (clients, advisors, and various collaborators)
• Provide superior customer service in person, on the phone, and by email
• Analyze client accounts to prepare for activities that support investment advisors in their business development
• Diligently carry out transactions related to investment accounts
• Open and update client files
• Coordinate advisors' agendas, schedule appointments, and prepare clients meetings
• Ensure adherence to compliance and risk management rules

Your team:

The MacDougall Wealth Management Group is a leader in integrated wealth planning and asset management. Our diverse and highly respected team caters to people in need of sophisticated wealth planning and investment solutions. Our clients benefit from a culture of idea sharing and collaboration.

Prerequisites:

• College diploma in a related field
• At least one year of relevant experience in a related field such as banking operations, customer service, or administration
• Good knowledge of the Microsoft Office suite
• Organizational and priority management skills

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
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic

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 accommodation, feel free to let us know during your first conversations with us. We welcome all candidates!

What can you bring to our team?

Come live your ambitions with us!