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Wealth Management Associate

2 months ago

Montreal, Quebec, Canada NBC Full time
Job Summary

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 investment advisors in delivering exceptional client service and driving business growth.

Key Responsibilities
  • Provide exceptional customer service to clients, ensuring timely and accurate resolution of their queries and concerns.
  • Analyze client accounts to identify opportunities for investment advisors to grow their business and deliver value to clients.
  • Coordinate with various stakeholders, including investment advisors, clients, and internal teams, to ensure seamless execution of transactions and activities.
  • Ensure compliance with regulatory requirements and internal policies, maintaining a high level of integrity and professionalism in all interactions.
  • Collaborate with the investment advisor team to develop and implement strategies to enhance client engagement and retention.
About Us

National Bank Financial – Wealth Management is a leading mutual funds brokerage firm in Canada, with a strong presence in over 100 branches. We are committed to delivering exceptional client experiences and fostering a culture of innovation, collaboration, and excellence.

What We Offer
  • A dynamic and supportive work environment that encourages growth and development.
  • A competitive compensation package, including a comprehensive benefits program and opportunities for professional advancement.
  • A hybrid work model that balances flexibility and collaboration, allowing you to achieve a better work-life balance.
  • Access to cutting-edge technology and tools, enabling you to stay ahead of the curve and deliver exceptional results.