Are you a seasoned investment industry professional who is passionate about delivering exceptional client service? Do you thrive in a fast-paced and challenging work environment, where you can take ownership of your position and make a tangible impact? If so, our National Bank Financial team want to hear from you!

Your Job:

• Serve as the primary point of contact for clients, providing them with timely and informative responses to their inquiries via telephone and email.
• Work closely with our Investment Advisors, managing client requests and ensuring that daily transactions and trades are accurate.
• Liaise with various departments, manage key dates for client requests, and maintain an impeccably detailed task list to ensure that all client needs are met.

• Completion of the Canadian Securities Course and Conduct and Practices Handbook Course with a securities license.
• Several years of experience in the investment industry and excellent working knowledge of Outlook Suite, especially Excel.
• Experience with a client management system and portfolio management reporting.
• Some experience with options and life insurance would be considered an asset.
• Self-starter who takes initiative and can work independently while being a productive and valued team member.
• Understands a results oriented economy.
• Adaptable, possess excellent critical thinking, problem-solving, and organizational skills, and be able to reprioritize effectively to meet deadlines.

If you are ready to elevate your career to the next level and work with a dynamic team of industry professionals, apply now to become our Wealth Associate. We look forward to hearing from you!