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Wealth Management Associate

1 month ago

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

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.

Key Responsibilities:
  • Provide exceptional customer service to clients, ensuring their needs are met and exceeded.
  • Assist investment advisors in analyzing client accounts and preparing for activities that support business development.
  • Coordinate advisors' agendas, schedule appointments, and prepare client meetings.
  • Ensure adherence to compliance and risk management rules.
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. Our team of close to 1,000 investment advisors manages the assets of more than 400,000 clients. As an Associate, you will work closely with an investment advisor to provide an exceptional client experience.

What We Offer:
  • A competitive compensation package.
  • A hybrid work model, allowing for flexibility and work-life balance.
  • Flexible leave arrangements to support your well-being.
  • A wide range of benefits, including health and wellness programs, flexible group insurance, and a generous pension plan.
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.
  • Organizational and priority management skills.