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Associate (Hybrid) Role
2 months ago
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' agendas and schedule appointments
- Ensure adherence to compliance and risk management rules
National Bank Financial – Wealth Management is a leading investment brokerage firm in Canada, with a team of close to 1,000 investment advisors who manage 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 OfferWe are committed to providing a supportive and inclusive work environment that allows our employees to thrive. Our benefits package includes a comprehensive health and wellness program, flexible group insurance, and a generous pension plan. We also offer opportunities for professional development and growth within the company.
Requirements- College diploma in a related field
- At least one year of relevant experience in a related field
- Good knowledge of the Microsoft Office suite
- Organizational and priority management skills
English and French are the primary languages spoken in the workplace. You will need to be proficient in both languages to effectively communicate with clients and colleagues.
