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Wealth Associate

2 months ago

Laval, Quebec, Canada National Bank Full time
About the Role

We are seeking a highly skilled and motivated Wealth Associate to join our team at National Bank. As a key member of our Wealth Management group, you will play a critical role in providing exceptional customer service and supporting our investment advisors in delivering outstanding results.

Key Responsibilities
  • Provide superior customer service to clients, responding to their needs and requests in a timely and professional manner.
  • Support investment advisors in carrying out routine operations related to financial transactions, including purchases and sales of securities, and necessary transaction adjustments.
  • Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts, ensuring diligent follow-up and adherence to compliance and risk management rules.
  • Analyze, open, and update client files, producing portfolio management reports as required.
  • Manage client files, scheduling appointments, and preparing client meetings, ensuring seamless communication and collaboration with the wealth advisor.
About Our Team

National Bank Financial – Wealth Management is a leading investment brokerage firm in Canada, with a strong presence in over 100 branches. As a Wealth Associate, you will work closely with a wealth advisor to deliver an exceptional client experience, leveraging your skills and expertise to drive results and growth.

What We Offer

We are committed to providing a dynamic and inclusive work environment that fosters collaboration, innovation, and employee growth. As a Wealth Associate, you will enjoy a range of benefits, including:

  • A competitive compensation package
  • A comprehensive health and wellness program
  • Flexible group insurance
  • A generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
Requirements

To be successful in this role, you will require:

  • A completed college and/or university diploma in a related field
  • Two years of relevant experience in the banking, insurance, and/or financial industry
  • Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
  • Excellent knowledge of the Microsoft Office suite
  • Excellent customer service skills
Language

We are an equal opportunities employer and welcome applications from diverse candidates. We are committed to creating an inclusive and accessible work environment that values diversity and promotes equality of opportunity.