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Wealth Management Associate

2 months ago

Sherbrooke, Quebec, Canada National Bank Full time
Job Title: Wealth Management Associate

Join National Bank as a Wealth Management Associate and take the first step towards a rewarding career in private banking. As a key member of our team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.

Your Role:
  • Assist advisors with administrative tasks related to client accounts
  • Offer top-quality customer service and act as a resource person for clients
  • Open and maintain client files, ensuring accuracy and up-to-date information
  • Collaborate with operational departments to ensure seamless execution of tasks
  • Perform various administrative tasks to support business development and financial transactions
  • Assist in preparing portfolio analyses and financial planning
  • Stay up-to-date on financial markets and trends
  • Ensure compliance with regulatory requirements and risk management policies
Your Team:

You will be part of a dynamic team that is passionate about delivering exceptional client experiences. As a Wealth Management Associate, you will work closely with sector members and report to the Vice-President, Private Banking.

We value work-life balance and offer a hybrid work model, flexible scheduling, and generous leave policies to support your well-being.

Prerequisites:
  • Completed college diploma and two years of relevant experience
  • Office administration studies, an asset
  • Customer service experience
  • Successful completion or current enrollment of the Canadian Securities Course (CSC) and Conduct and Business Practices Handbook
  • Proficiency in Word and Excel
  • Ability to work under pressure and maintain autonomy, initiative, and discipline
Languages:

French

Skills:

Accountability, Client-focused, Communication, Detail-oriented, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Multitasking, Perseverance, Resiliency, Teamwork

Your Benefits:

As a National Bank employee, you will be eligible for a comprehensive benefits package, including health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan.