Wealth Management Associate

2 months ago


Montreal Quebec GF, CA National Bank Full time

A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select group of international clients.

Your role:

  • Assist advisors or private advisors with the administrative tasks related to managing clients' accounts
  • Offer top-quality customer service, prepare client meetings, and act as a resource person for questions related to products, procedures, and policies.
  • Open and keep client files up to date
  • Be the administrative link between the different operational departments to effectively perform required activities
  • Carry out a variety of administrative tasks related to the team’s business development and financial transactions
  • Help prepare portfolio analyses and/or financial planning
  • Keep up to date on financial markets
  • Ensure adherence to compliance and risk management rules

Your team:

To serve distinctive clients in a market with strong potential, you’ll be part of a passionate team that is committed to going the extra mile. You will work closely with sector members and report to the Vice-President, Private Banking 1859.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

  • Completed college diploma and two years of relevant experience
  • Office administration studies, an asset
  • Customer service experience
  • Successful completion of the Canadian Securities Course (CSC) and Conduct and Business Practices Handbook Course
  • Knowledge of Word and Excel
  • Ability to work under pressure
  • Autonomy, initiative and discipline


Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?
Come live your ambitions with us
  • Wealth Associate

    7 months ago


    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing...

  • Associate

    3 months ago


    Montreal, Quebec, G4F, CA National Bank Full time

    A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Ensure effective...

  • Wealth Advisor

    2 months ago


    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Wealth Advisor in the Exclusive Remote Advisory Services team at National Bank means helping our clients achieve their life goals. This job allows you to have a positive impact on our organization, thanks to your experience in client service, your knowledge of investment products and your skills in offering quality advice.Your jobCultivate...


  • Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Director, Practice Management - Wealth Management within the Business Best Practices team at National Bank Financial means acting as a business coach and guide for wealth management advisors. This role allows you to contribute to transforming practices using your expertise in business coaching and wealth management. Your role: Support wealth...

  • Banking Associate

    4 months ago


    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as...

  • Banking associate

    4 months ago


    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as...


  • Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Banking Associate with Private Banking 1859 at National Bank, you'll offer wealth management services and advice to a discerning high-net-worth clientele. In this role, you'll provide a comprehensive range of financial services to individuals, businesses, and public sector corporations across Canada. Your job: Support the Private...


  • Montreal, Quebec, G4F, CA National Bank Full time

    A career in our specialized team offers you the opportunity to work with healthcare professionals on all their financial projects. As a Manager Financing Solution, you will play a leading role in the strategic support of clients in the fields of pharmacy, medical and dental clinics, as well as other types of healthcare professionals, in collaboration with...

  • Portfolio Manager

    2 weeks ago


    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Portfolio Manager in the Institutional Asset Management (IAM) team at National Bank Trust (NBT) means managing investment accounts of our institutional clients. In this role, you can use your communication and analytical skills in addition to your experience in portfolio management to have a positive impact on the organization. Your role Acting...


  • Montreal, Quebec, G4F, CA National Bank Full time

    A career in risk management at National Bank means being part of the transformation having a direct impact on the client. As a Senior Advisor - Operational Risk, Wealth Management, you will work with various stakeholders to ensure the implementation of the operational risk management framework within Wealth Management (WM). You will also be part of a team...


  • Montreal, Quebec, G4F, CA National Bank Full time

    A career as an Associate or Associate Director in the New Products and Activities team means being at the heart of Financial Markets’ business growth at National Bank. You will have a direct impact on achieving financial markets’ growth objectives by ensuring the agile and efficient implementation of new products, in compliance with various regulatory...


  • Montreal, Quebec, G4F, CA National Bank Full time

    As a Senior Compliance Advisor in the Wealth Management Compliance team at National Bank, you’ll be responsible for establishing and maintaining an adequate oversight framework for wealth management. In this role, you’ll have the opportunity to make a positive impact on our organization through your knowledge of wealth management and investment products....

  • Analyst

    3 weeks ago


    Montreal, Quebec, G4F, CA National Bank Full time

    A career in Financial Markets Operations at National Bank is an opportunity to use your expertise to contribute to the evolution and execution of Financial Markets’ and Wealth Management’s business strategy. In this role, you’ll live your ambitions in an environment that values partnership and empowerment. Through your involvement in the various...

  • PT Seasonal Associate

    2 months ago


    Montreal, Quebec, G4F, CA Hudson's Bay Company Full time

    Address:2435 Rockland RoadLead a Brilliant Career.Bring your authentic self to work everyday, and help our customers express themselves, style their home, and live their life in a way that reflects who they truly are. As a brand, we celebrate the differences that make each and every one of us unique because we believe that people shouldn't fit...


  • Montreal, Quebec, G4F, CA National Bank Full time

    As a Manager, Specialized User Support - Wealth Management and Financial Markets/Trading in the User Support team at National Bank, you will lead the teams that are responsible for providing level 2 technical support for Financial Markets and Wealth Management. The selected candidate will be required to travel occasionally between Montreal, Toronto and...

  • Enterprise Architect

    2 months ago


    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Enterprise Architect in the IT Delivery Architecture - Wealth Management team at National Bank means acting as a Senior Entreprise Architectf the wealth management. It is through your business architecture skills, investment experience and technology knowledge that you have a positive impact on the client/employee/partner experience,...


  • Montreal, Quebec, G4F, CA L Brands Full time

    DescriptionCareer Development | Daily or Weekly Pay | Tuition-Free Benefits | Fun Stores | Free Product | 40% Discount At Bath & Body Works, everyone belongs. We are committed to creating a diverse, equitable and inclusive culture focused on delivering exceptional fragrances and experiences to our customers. We focus on recruiting, retaining, and advancing...


  • Montreal, Quebec, G4F, CA Hudson's Bay Company Full time

    Address:5401 Boul Des Galeries Galeries de la CapitaleLead a Brilliant Career.Bring your authentic self to work everyday, and help our customers express themselves, style their home, and live their life in a way that reflects who they truly are. As a brand, we celebrate the differences that make each and every one of us unique because we believe that people...

  • Portfolio Manager

    3 months ago


    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Portfolio Manager within the UMA team in Wealth Management at National Bank Financial (NBF) means acting as a portfolio management specialist in the UMA turnkey solution. It is through your skills in managing client accounts, your experience, and your knowledge of portfolio management best practices that you will positively impact portfolio...

  • Associate Director

    2 months ago


    Montreal, Quebec, G4F, CA National Bank Full time

    A career as an associate director in the Governance and Treasury team at National Bank Financial Markets means acting as a specialist in business and operational governance. It is through your analytical mind, your work organization, your judgment, your experience in data analysis and in the application of the regulatory framework applicable to the financial...