Wealth Management Associate

4 weeks ago

Montreal, Quebec, Canada NBC Full time
Job Title: Wealth Management Associate

At National Bank Financial – Wealth Management, we are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team. As a key member of our team, you will play a vital role in supporting our investment advisors in providing exceptional customer service to our clients.

Key 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
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
What We Offer:
  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • A dynamic and inclusive work environment
  • Flexible work arrangements to support work-life balance
Why Join Us:

At National Bank Financial – Wealth Management, we are committed to creating a positive impact on our clients' lives. We value our employees' contributions and offer a range of benefits and opportunities for growth and development. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.

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