Wealth Management Professional

3 weeks ago

Montreal, Quebec, Canada National Bank of Canada Full time
About the Role

A career as a Financial Services Associate with National Bank of Canada is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select group of international clients.

Your Responsibilities
  • Provide support to financial advisors or wealth managers by ensuring administrative follow-up and customer service.
  • Ensure client satisfaction and loyalty by developing personalized, trust-based relationships.
  • Optimize interactions with clients and identify opportunities to recommend a multi-product offering that meets their needs.
  • Open business and personal files and perform various transactions on behalf of clients.
  • Ensure adherence to compliance and risk management rules.
  • Analyze financial information and tax structures for the processing of financing applications.
  • Ensure deadlines are met for multiple transactions.
  • Establish and maintain effective communication with the various parties involved in the files.
Your Team

To serve distinctive clients in a market with strong potential, you'll be part of a passionate team that is committed to going the extra mile. You will work closely with sector members and report to the Vice-President, Wealth Management.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites
  • Completed college diploma or academic equivalent in a related field and three years of relevant experience.
  • Completed the Investment Funds in Canada Course.
  • Experience in personal and/or commercial credit.
  • Knowledge of banking, investment, and financing products.
  • Knowledge of Word and Excel.
  • Excellent customer service skills.
  • Outstanding sense of initiative and autonomy.
Your Benefits
  • Health and wellness program, including many options.
  • Flexible group insurance.
  • Generous pension plan.
  • Employee Share Ownership Plan.
  • Employee and Family Assistance Program.
  • Preferential banking services.
  • Initiatives promoting community involvement.
  • Telemedicine service.
  • Virtual sleep clinic.

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first: We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team? Ready to live your ambitions?

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