Category: Support
Status: Permanent
Type of Contract: Permanent
Schedule: Full-Time
Full Time / Part Time? Full-Time
Posting date: 14-Mar-2024
Location: Brossard, Quebec City
Province/State: Quebec
Area of Interest: Wealth management
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
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.
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
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.
What can you bring to our team?Come live your ambitions with us!