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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 individual to join our Wealth Management team as an Associate. In this role, you will have the opportunity to work closely with investment advisors and clients to provide exceptional customer service and support.

Key Responsibilities
  • Ensure effective communication between clients, advisors, and internal stakeholders
  • Provide superior customer service through various channels, including in-person, phone, and email
  • Analyze client accounts to identify opportunities for growth and support investment advisors in their business development
  • Process transactions related to investment accounts with accuracy and efficiency
  • Manage client files and maintain accurate records
  • 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 mutual funds brokerage firm in Canada, with a network of over 1,000 investment advisors serving more than 400,000 clients across 100 branches. As a member of our team, you will have the opportunity to work in a dynamic and collaborative environment that values partnership, agility, and empowerment.

What We Offer
  • A competitive compensation package
  • A comprehensive benefits program, including health and wellness initiatives, flexible group insurance, and a generous pension plan
  • Opportunities for professional growth and development
  • A hybrid work model that balances flexibility and collaboration
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
  • Strong knowledge of the Microsoft Office suite
  • Excellent organizational and priority management skills