Associate (Hybrid) - Wealth Management

4 weeks ago


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

We are seeking a highly skilled and motivated 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 customer service to our clients.

Key Responsibilities
  • Provide exceptional customer service to clients, both in-person and remotely
  • Ensure effective communication between clients, advisors, and internal stakeholders
  • Analyze client accounts to identify opportunities for growth and development
  • Coordinate advisors' schedules and prepare for client meetings
  • Ensure compliance with regulatory requirements and risk management policies
About Our Team

National Bank Financial - Wealth Management is a leading investment brokerage firm in Canada, with a strong presence in over 100 branches. Our team of close to 1,000 investment advisors manages the assets of over 400,000 clients. As an Associate, you will work closely with a wealth advisor to deliver an exceptional client experience.

What We Offer

We are committed to providing a flexible and supportive work environment that allows you to achieve a healthy work-life balance. Our hybrid work model offers the flexibility to work from home or in the office, and we provide a range of benefits to support your well-being and that of your family.

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
Benefits

We offer a comprehensive range of benefits to support your well-being and that of your family, including health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan.



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