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Associate

3 months ago

SaintJérôme, Quebec, Canada National Bank Full time

A job opportunity as an Assistant in the Wealth Management division at National Bank presents you with the chance to showcase your ability to collaborate effectively with clients and colleagues.

As part of this role, you will assist investment advisors in delivering exceptional customer service that leaves a lasting positive impact on our clients.


Your responsibilities:
- Facilitate clear communication among all stakeholders (clients, advisors, and other team members)
- Provide top-notch customer service in various channels including in-person, over the phone, and via email
- Analyze client accounts to facilitate activities that aid investment advisors in their professional growth
- Execute transactions related to investment accounts with precision
- Manage the opening and updating of client files
- Organize advisors' schedules, arrange appointments, and prepare for client meetings
- Ensure compliance with regulations and risk management protocols

Your team:
National Bank Financial - Wealth Management stands as the fifth largest mutual funds brokerage firm in Canada. With nearly 1,000 investment advisors overseeing the assets of over 400,000 clients across about 100 branches. Reporting to the regional manager, you will collaborate with an investment advisor to provide exceptional client service. Success in this role hinges on your ability to foster collaboration and partnerships.

We are committed to enhancing your quality of life by offering maximum flexibility in your work arrangements.

For instance, we provide a hybrid work model, combining remote and in-office work, flexible scheduling options to support your work-life balance, and adaptable leave policies to cater to your needs.
Requirements:
- Hold a college diploma in a related field
- Possess at least one year of pertinent experience in fields like banking operations, customer service, or administration
- Proficient in the Microsoft Office suite
- Strong organizational and prioritization abilities

#INDGP Your perks

On top of competitive pay, upon joining, you gain access to a comprehensive range of flexible benefits designed to enhance your well-being and that of your family.


- Health and wellness initiatives, offering various options
- Flexible group insurance coverage
- Robust pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Exclusive banking services
- Opportunities to engage in community projects
- Telemedicine services
- Virtual sleep clinic

These are just a selection of the advantages awaiting you. Our offerings are tailored to align with evolving trends and cater to your and your family's needs.


Our vibrant workplaces and state-of-the-art collaboration tools foster a positive employee journey. We actively seek input from our employees, whether through surveys or dedicated programs, to ensure regular feedback and open communication.

We prioritize people
We are a people-centric bank known for our boldness, entrepreneurial mindset, and people-focused ethos. Our mission centers around making a positive impact on individuals' lives. Anchored by our core values of collaboration, adaptability, and empowerment, we champion inclusivity in all our endeavors. Our workplace is inclusive and accessible to all employees.
We are dedicated to ensuring our recruitment processes are entirely inclusive. If you need any accommodations, please feel free to inform us during initial discussions. We welcome candidates from all walks of life.
How can you contribute to our team's success?
Come and realize your aspirations with us