Senior Investment Services Associate
National Bank of Canada
Use investment services expertise and strong organization to support clients at National Bank Financial Wealth Management. Coordinate account management, planning and communications with care.As a Senior Wealth Associate, you will work alongside investment advisors and a portfolio manager. Your responsibilities span client account oversight, financial and estate planning, marketing support and business development. You will help maintain consistent, high-quality client experiences.Key Responsibilities:
Oversee new client onboarding and account management activitiesSupport financial and estate planning processesDevelop client communication and marketing materialsCoordinate meetings, events, seminars and relevant contentSupport portfolio management and business development strategiesRequirements:
Minimum five years in wealth management or related fieldsCollege diploma and/or university degree in a related fieldComplete CIRE where requiredExceptional client service and communication skillsAbility to manage multiple priorities independently and collaborativelyApply your investment services knowledge, planning coordination and client communication skills within National Bank Financial Wealth Management.
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Oversee new client onboarding and account management activitiesSupport financial and estate planning processesDevelop client communication and marketing materialsCoordinate meetings, events, seminars and relevant contentSupport portfolio management and business development strategiesRequirements:
Minimum five years in wealth management or related fieldsCollege diploma and/or university degree in a related fieldComplete CIRE where requiredExceptional client service and communication skillsAbility to manage multiple priorities independently and collaborativelyApply your investment services knowledge, planning coordination and client communication skills within National Bank Financial Wealth Management.
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Vacancy posted 1 hour ago
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