Banque Nationale

Investment Associate

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    Banque Nationale

    Investment Associate

    Banque Nationale Montréal, Quebec

    Accounting, finance and insurance
    Reference : SUP000EF
    Posted + 30 days ago | Still Open
    Permanent As soon as possible
    Banque Nationale

    DESCRIPTION




    National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 investment advisors in over 100 branches, helping more than 400,000 personal clients manage their assets. Do you enjoy providing excellent customer service and working independently? Investments Assistants are the right hand men and women to our Investment Advisors and assist them in their day-to-day tasks. Join our dynamic and friendly team and play a key role in the success of National Bank Financial. Reporting to the Regional Manager, you will work in an environment that promotes respect and leadership. Your main challenges Support Investment Advisors in providing superior customer service and be available to meet client requests Act as a contact person for clients regarding the firm's products, procedures and policies Assist Investment Advisors with all administrative tasks related to managing client accounts and business development Ensure effective communication between all parties (clients, advisors, internal and external agents) Specifically, you will: Provide superior customer service in person, on the phone and by email Analyze client accounts and participate in activities to support Investment Advisors in their business development by creating prospecting lists Perform unsolicited transactions, security purchases and sales, and transaction adjustments, as applicable Carry out deposit, withdrawal, transfer and currency conversion instructions for all investment accounts Open and update client files Closely monitor day-to-day transactions Generate portfolio management reports using the Croesus system Manage advisors' agendas, schedule appointments and prepare for client meetings Provide clients with tax slip information Help clients use digital banking services Implement efficient procedures for the administration of client files 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
    * Ability to adapt to change
    * Organizational and priority management skills
    * Ability to work under pressure
    * Be autonomous, energetic and disciplined
    * Excellent knowledge of the Microsoft Office Suite
    * Bilingualism (spoken and written) French and English



    We strive to be an inclusive organization where all employees are valued. National Bank stands out for its many initiatives to promote inclusion, making it a Canada-wide leader in diversity.

    See how we do it:  




    Position paid 100% base salary + redirected premium + bonus.
    In the event that the successful candidate does not have the required licenses, the candidate must commit to successfully completing the Canadian Securities Course and Conduct and Practices Handbook Course within the first 6 months of hiring.


    Banque Nationale

    Banque Nationale

    Ready to take charge of your career? National Bank is made up of passionate people. Their talent and engagement are two of our greatest assets. As we face new challenges, National Bank is undergoing a significant transformation while continuing...

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    Banque Nationale
     

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