Financial Services Professional

1 week ago


Brossard, Canada National Bank Full time

A career as a Banking Associate with Private Banking 1859 at National Bank offers an opportunity to provide wealth management services and advice to high-net-worth clientele. This role involves offering a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to international clients.

Key Responsibilities:

  • Support bankers or private bankers by ensuring administrative follow-up and customer service
  • Develop personalized relationships with clients to ensure satisfaction and loyalty
  • Optimize client interactions and identify opportunities to recommend multi-product offerings that meet 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
  • Meet deadlines for multiple transactions
  • Maintain effective communication with parties involved in client files

About Your Team:

You will be part of a passionate team committed to delivering exceptional service to distinctive clients in a dynamic market. You will work closely with colleagues and report to the Vice-President, Private Banking 1859.

National Bank is dedicated to supporting your quality of life by offering flexible work arrangements, including a hybrid (remote and in-office) work model, flexible scheduling, and generous leave policies.

Requirements:

  • Completed college diploma or academic equivalent in a related field and three years of relevant experience
  • Investment Funds in Canada Course completion
  • Experience in personal and/or commercial credit
  • Knowledge of banking, investment, and financing products
  • Proficiency in Word and Excel
  • Excellent customer service skills
  • Strong initiative and autonomy

Estimated Salary: $60,000 - $80,000 per year

About Our Benefits:

  • Competitive compensation package
  • Health and wellness program
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to participate in community initiatives

National Bank values diversity and inclusion, providing a barrier-free workplace accessible to all employees. We encourage applicants to disclose any accommodation requests during the hiring process.



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