Investment Associate

Job Listing No: 9740000

Investment Associate

National Bank – Victoria, BC – 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 located in Surrey, BC. Your main challenges Assist the Investment Advisor with all administrative tasks related to managing client accounts and business development 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 t… – Permanent – Full-time

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