Wealth Management Associate

4 weeks ago

Kirkland, 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 financial services. As a key member of our team, you will play a vital role in providing exceptional client service and supporting our investment advisors in delivering outstanding results.

Your Responsibilities:
  • Support investment advisors in providing superior customer service and meeting client requests
  • Carry out routine operations related to financial transactions, including purchases and sales of securities, and necessary transaction adjustments
  • Manage client files, including deposit, withdrawal, transfer, and currency conversion instructions
  • Analyze and update client files, and produce portfolio management reports
  • Ensure adherence to compliance and risk management rules
Your Team:

As a Wealth Management Associate, you will be part of a dynamic team at National Bank Financial – Wealth Management, the fifth largest mutual funds brokerage firm in Canada. With close to 1,000 investment advisors managing the assets of over 400,000 clients across 100 branches, you will have the opportunity to work with a talented team and contribute to the success of our clients.

What We Offer:
  • A hybrid (remote and in-office) work model to balance work and personal life
  • Flexible work schedule arrangements to achieve work-life balance
  • Competitive compensation and benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan
  • Opportunities for professional growth and development, including training and mentorship programs
Requirements:
  • Completed college and/or university diploma in a related field
  • Two years of relevant experience in the banking, insurance, and/or financial industry
  • Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
  • Excellent knowledge of the Microsoft Office suite
  • Excellent customer service skills
Language:

English and French

Skills:

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

Benefits:

In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to promote your wellbeing and that of your family, including health and wellness programs, flexible group insurance, and a generous pension plan.

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