Attendance: On-Site
Employment Category: Professional
Type of Contract: Permanent
A career as a Senior Wealth Associate/Operations Manager at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations.
Your job:
- Ensure administrative tasks related to account management are completed smoothly and provide outstanding customer service.
- Develop marketing material to present the service offering for investment advisors.
- Coordinate the organization of seminars for clients and plan content for them.
- Oversee onboarding, training and coaching for new members of your team.
- Supervise the process of onboarding new clients.
- Assist investment advisors in preparing annual business plans and monitor progress.
- Lead administrative team as operations manager.
- Supervise the unlicensed assistants to ensure tasks are completed efficiently and correctly
- Establish, implement and manage smooth day-to-day operations.
- Ensure all programs operate consistently within our mission, objectives and values.
- Introduce efficient and effective systems to increase productivity.
- Manage operations and develop strategies to ensure consistency and alignment with goals, while improving efficiency.
- Oversee compliance related issues, projects and regulations to ensure the group is adopting, adhering and responding to regulatory changes.
- Support the advisors on business operation issues and engage with regional management proactively to ensure the team operates well.
Your team:
National Bank Financial – Wealth Management is the fifth largest investment dealer 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 and/or university diploma in a related field
- Minimum of 5 years of relevant experience in portfolio management, financial planning, marketing and social media or taxation
- Completion of current CIRO requirements to become IR registered under NBF within a year in position
- Excellent knowledge of the Microsoft Office suite and comfortable with technology
- Knowledge of current market trends and activity
Ability to offer exceptional customer service
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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 such as:
- 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
- Involvement in community initiatives
- Telemedicine service
- Virtual sleep clinic
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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!
Additional required languages: English
Skills: Communication, Critical Thinking, Information Analysis, Multitasking, Organization Skills, Problem Solving, Stress Management, Teamwork, Wealth Management, Cybersecurity, Accountability, Client-focused, Detail-oriented, Digital literacy, Initiative, Learn
