Associate

3 weeks ago

Brossard, Canada National Bank of Canada Full time

Join to apply for the Associate role at National Bank of Canada. Overview: A career as an Associate in the Wealth Management F. Fortier Wealth Management group 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. Responsibilities Ensure effective communication between all parties (clients, advisors, and various 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 their business development Carry out transactions related to investment accounts Open and update client files Coordinate advisors’ agendas, schedule appointments, and prepare client meetings Ensure adherence to compliance and risk management rules Team National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada, with close to 1,000 investment advisors managing 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. We offer a hybrid (remote and in‑office) work model, flexible work‑schedule arrangements, and generous leave options to support work/life balance. Prerequisites College diploma in a related field At least two years of relevant experience in banking operations, customer service, or administration Good knowledge of the Microsoft Office suite Organizational and priority management skills Propensity to provide exceptional customer service Rigor and ability to work effectively in a team on multiple tasks simultaneously Excellent command of French and very good proficiency in English Languages French (required) Benefits 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 serviceVirtual sleep clinic About the Bank 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 people’s 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. Inclusivity & Accessibility We want our recruitment process to be fully accessible. If you require accommodation, let us know during your first conversations with us. We welcome all candidates. Seniority level Entry level Employment type Full‑time Job function Other Industries Banking #J-18808-Ljbffr

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