Associate

1 week ago


Saguenay, Canada National Bank of Canada Full time

Associate – Wealth Management A career as an Associate in the Wealth Management team at National Bank will give you the opportunity to work in synergy with clients and colleagues. In this role, you will help wealth advisors stand out by offering exceptional customer service that has a positive, long‑term impact on our clients, specifically within the Équipe Boivin & Associés. Responsibilities Ensure effective communication between all parties (clients, advisors, and collaborators) Provide superior customer service in person, on the phone, and by email Analyze client accounts to prepare for activities that support wealth advisors in business development Diligently carry out transactions related to investment accounts Open and update client files Coordinate advisors’ agendas, schedule appointments, and prepare clients for meetings Ensure adherence to compliance and risk management rules 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 across 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. Flexible work model We offer a hybrid (remote and in‑office) work model, flexible scheduling, and leave arrangements to help you achieve a healthy work/life balance. Prerequisites College diploma in a related field At least one year of relevant experience in banking operations, customer service, or administration Good knowledge of the Microsoft Office suite Organizational and priority‑management skills Valid Canadian Securities Course (CSC) and Conduct and Usage Standards Handbook, and CIRO registration are assets to be acquired after hiring (including CIRE) Additional language requirement French language proficiency is required. Benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to promote your well‑being 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 Our commitment to inclusion We offer a barrier‑free workplace that is accessible to all employees. Our recruitment process is fully accessible; if you require accommodation, let us know during your first conversations with us. We welcome all candidates Job details Seniority level: Entry level Employment type: Full‑time Job function: Other Industry: Banking Location: Chicoutimi, Quebec, Canada Hourly rate: CA$24.00–CA$25.00 Apply Feel free to submit your application. This position is currently open. #J-18808-Ljbffr


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