Wealth Associate (Drumheller)

Responsibilities

• Ensure effective communication between all parties (clients, advisors, and various collaborators)
• Provide superior customer service in person, by phone, and by email
• Analyze client accounts to prepare for activities that support wealth advisors in their business development
• Diligently carry out transactions related to investment accounts
• Open and update client files
• Coordinate advisors' agendas, schedule appointments, and prepare for client meetings
• Ensure adherence to compliance and risk management rules

Team Overview

National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of more than 400,000 clients across about 100 branches. Reporting to the regional manager, you will work closely with a wealth advisor to offer an exceptional client experience, where collaboration a...