Wealth Management Associate

3 days ago

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

At National Bank, we're looking for a highly motivated and detail-oriented Associate to join our Wealth Management team. As an Associate, you will play a key role in supporting our investment advisors in delivering exceptional client service and driving business growth.

Key Responsibilities:
  • Provide exceptional customer service to clients, ensuring timely and accurate communication with all stakeholders
  • Analyze client accounts to identify opportunities for growth and develop strategies to support investment advisors in their business development
  • Coordinate activities related to investment accounts, including transactions, client file management, and meeting coordination
  • Ensure compliance with regulatory requirements and risk management policies
About the Team:

National Bank Financial – Wealth Management is a leading mutual funds brokerage firm in Canada, with a strong presence in over 100 branches. As an Associate, you will work closely with an investment advisor to deliver a seamless client experience and contribute to the team's success.

What We Offer:
  • A dynamic work environment with cutting-edge collaboration tools
  • A hybrid work model with flexible scheduling options
  • A comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan
  • Opportunities for professional growth and development
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
  • Good knowledge of the Microsoft Office suite
  • Strong organizational and priority management skills

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