Operations Manager at National Bank

Elevate your career as a Senior Wealth Associate with National Bank, where you will work closely with investment advisors to ensure exceptional client service and efficient branch operations.
In this key role, you'll oversee administrative tasks in account management while providing top-notch customer service. With over 5 years of experience in portfolio management, marketing, and financial planning, you will coordinate client seminars and assist advisors in business planning. Your responsibilities will also include the onboarding and training of new team members.
Key Responsibilities:
• Oversee client onboarding and maintain operational productivity
• Develop marketing materials to enhance service offerings
• Coordinate client seminars and related content planning
• Lead the administrative team and supervise unlicensed assistants
• Monitor compliance with regulations and internal processes
Requirements:
• Minimum 5 years in financial planning or wealth manag...