Associate
4 weeks ago
A career as an Associate in Dalpé Wealth Partners 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:
- Provide administrative support to the Wealth Management Advisors to deliver superior customer service in person, by phone, and by email.
- Prepare documents for planned client meetings.
- Keep client file documentation up to date.
- Execute deposit, withdrawal, transfer, and currency conversion instructions and follow up on them.
- Rigorously perform operations related to investment accounts.
- Prepare and validate various reports on a periodic basis.
- Get involved in various team projects and demonstrate leadership.
- Ensure compliance and risk management rules are followed.
Your team:
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.
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 in a field related to the sector of activity.
- A minimum of one year of experience in a relevant field such as banking operations, customer service, or an administrative role.
- Good knowledge of Microsoft Office Suite and ease with technological tools.
- Organizational skills and priority management.
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