National Bank Investment Associate part time Part Time in Saskatoon, SK

National Bank

Branch Saskatoon SK CA

Investment Associate part time
Saskatoon, SK

Offer unparalleled customer service. Do you enjoy providing excellent customer service and working independently?…

National Bank Financial – Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 investment advisors in over 100 branches, helping more than 400,000 personal clients manage their assets.

Do you enjoy providing excellent customer service and working independently? Investment Assistants are the right hand men and women to our Investment Advisors and assist them in their day-to-day tasks. Join our dynamic and friendly team and play a key role in the success of National Bank Financial.

Reporting to the Regional Manager, you will work in an environment that promotes respect and leadership.
This position is part time permanent (22.5 hours a week) and is located in Saskatoon, Saskatchewan

Your main challenges

  • Carry out unsolicited transactions, as well as the purchase and sale of securities and transaction adjustments, as applicable
  • Analyze client accounts and participate in activities related to the development of the advisors’ business by creating prospecting lists, as needed
  • Assist Investment Advisors with all administrative tasks related to managing client accounts and business development
  • Offer unparalleled customer service
  • Open and update client files
  • Closely monitor day-to-day transactions
  • Act as a resource person for clients regarding the firm’s products, procedures and policies
  • Cover reception/branch operations when needed
  • Completed college and/or university diploma in a related field
  • Experience in customer service and in an administrative support role
  • Two years’ relevant experience in the banking, insurance and/or financial industry would be a great asset
  • Successful completion of the Canadian Securities Course and/or Conduct and Practices Handbook Course, an asset
  • Offer excellent customer service
  • Ability to adapt to change
  • Be process oriented
  • Organizational and priority management skills
  • Ability to work under pressure
  • Be autonomous, energetic and disciplined
  • Excellent knowledge of the Microsoft Office suite
  • Bilingualism (spoken and written), an asset

The annual base salary for this position is between 32 383,00$ and 46 550,00$ . While only one level is posted, the manager has the latitude to position the selected candidate at a lower level, depending on his profile.

Diversity is an integral part of the Bank’s values and commitments. In this document, the masculine gender designates both sexes with no discrimination intended, and is used only to facilitate reading.


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Employment Type: Part Time
Location: Saskatoon, SK, CA
Posted on: 2017-02-11
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