Financial Associate

7 hours ago

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

We are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.

Key Responsibilities
  • Ensure effective communication between clients, advisors, and internal stakeholders
  • Provide superior customer service through various channels, including in-person, phone, and email
  • Analyze client accounts to identify opportunities for wealth advisors to develop their business
  • Coordinate transactions related to investment accounts, including opening and updating client files
  • Support advisors in scheduling appointments and preparing client meetings
  • Ensure compliance with regulatory requirements and risk management policies
About the Team

National Bank Financial - Wealth Management is a leading investment brokerage firm in Canada, with a network of over 1,000 investment advisors serving more than 400,000 clients across 100 branches.

As a member of our team, you will have the opportunity to work closely with a wealth advisor to deliver an exceptional client experience. We value collaboration and partnership, and we are committed to supporting your growth and development.

What We Offer

In addition to a competitive compensation package, we offer a range of benefits to support your well-being and that of your family, including health and wellness programs, flexible group insurance, and a generous pension plan.

We are committed to creating a positive and inclusive work environment that fosters a sense of community and belonging. We believe in the importance of work-life balance and offer flexible work arrangements to support your needs.

Requirements
  • College diploma in a related field
  • At least one year of relevant experience in a related field, such as banking operations, customer service, or administration
  • Good knowledge of the Microsoft Office suite
  • Strong organizational and priority management skills

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