Wealth Management Associate

1 month ago


Brossard, Quebec, Canada NBC Full time
Job Summary

We are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.

Key Responsibilities
  • Provide exceptional customer service to clients, ensuring their needs are met and exceeded.
  • Assist wealth advisors in preparing for client meetings, analyzing client accounts, and coordinating transactions.
  • Ensure effective communication between clients, advisors, and internal stakeholders.
  • Manage client files, coordinate appointments, and maintain accurate records.
  • Stay up-to-date with compliance and risk management regulations, ensuring adherence to NBC's policies.
About the Team

National Bank Financial - Wealth Management is a leading player in the Canadian financial services industry, with a strong presence in over 100 branches. Our team of close to 1,000 investment advisors manages the assets of over 400,000 clients, providing a wide range of financial services.

What We Offer
  • A competitive compensation package, including a hybrid work model, flexible work arrangements, and a generous pension plan.
  • A comprehensive benefits program, including health and wellness initiatives, flexible group insurance, and employee assistance programs.
  • Opportunities for professional growth and development, including training and mentorship programs.
  • A dynamic and inclusive work environment, with a strong focus on employee well-being and work-life balance.
Requirements
  • College diploma in a related field, such as finance, business, or administration.
  • At least one year of relevant experience in a related field, such as banking operations, customer service, or administration.
  • Strong knowledge of Microsoft Office and excellent organizational and priority management skills.


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