Associate / Senior Associate, Tax Services

3 weeks ago

Québec QC, Canada National Bank Full time

A career as a Senior 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 work closely with investment advisors to ensure exceptional customer service and smooth branch operations within the Khalil Consulting Group.
Analyze clients’ accounts to recommend business opportunities adapted to their needs.
Ensure administrative tasks related to account management are completed smoothly and provide outstanding customer service.
Develop marketing material to present the service offering for investment advisors.
Coordinate the organization of seminars for clients and plan content for them.
Take part in financial planning meetings for clients, prepare files, ensure follow-up and subsequent steps.
Oversee onboarding, training and coaching for new members of your team.
National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. 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.
Completed college and/or university diploma in a related field
Minimum of 5 years of relevant experience in portfolio management, financial planning, marketing and social media or taxation
Excellent knowledge of the Microsoft Office suite and comfortable with technology
Ability to offer exceptional customer service


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. 
* Flexible group insurance
* Generous pension plan
* Employee and Family Assistance Program
* Opportunities to get involved in community initiatives
* Virtual sleep clinic 
Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.

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