Associate

A career as an Associate in the Wealth Management, Marleau 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:
Support investment advisors to provide superior customer service and be available to respond to client requests. )
Perform routine financial transactions (e.g., make necessary adjustments, track transfers, etc.)

Insert instructions for deposits, withdrawals, transfers, and currency conversions on all investment accounts and ensure rigorous follow-up.

Analyze and open client files and keep them up to date.

Produce portfolio management reports.

Manage client files administratively, including scheduling appointments and preparing for client meetings
Ensure compliance with regulations and risk management protocols.

All related administrative tasks.
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:
College and/or university degree completed in a field related to the industry.

Two years of relevant experience in banking (back office) or finance.

Valid Securities Trading Course (CCVM) and/or a valid Conduct and Practices Handbook course (an asset) - a requirement for employment.
Excellent knowledge of Microsoft Office Suite.

Excellent customer service skills.
Meticulous attention to detail in daily transactions.
Strong organizational skills.
#INDGP Communication, Diversity and Inclusion, Results-Oriented, Emotional Intelligence, Multitasking, Teamwork [Teamwork, Responsibility, Customer Focus, Attention to Detail, Empathy, Initiative, Learning Agility, Perseverance, Resilience, Humility]
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