Wealth Associate
City : Vancouver, British Columbia
Category : Permanent Full-Time
Industry : Wealth management
Employer : National Bank
Attendance: In-office
Total Compensation*: $90,000-$110,000
Are you an 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!
You will be working directly with the R Hunter Wealth Management Group and taking a front row seat to the whole business. Our team is a well-integrated Wealth Management Group that prioritizes communication. Morning meetings foster collaboration, ensuring everyone is aligned and ready to conquer the day. Expect “never a dull moment” as you dive into tasks that encourage you to think outside the box and tackle challenging problems. As part of our forward-thinking team, you’ll have the chance to continually learn new applications, participate in the evolution of our work environment, and enjoy a workplace that thrives on innovation.
You can expect a generous compensation package, engaging work that requires critical thinking and a supportive team.
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 Advisory Team, managing client requests and ensuring that daily transactions and trades are accurate.
- Liaise with various departments, manage key dates for client requests, and maintain a detailed task list to ensure that all client needs are met.
- Collaborate and contribute towards new and ongoing marketing initiatives.
Your Team:
The R Hunter Wealth Management Group is a top tier Wealth Management practice in Canada with a strong track record of client satisfaction and performance. We strive to deliver outstanding client service and ensure that our clients' needs are always met.
Rhunterwealth.ca
Prerequisites:
- 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!
Your benefits
- 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