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Wealth Management Associate

2 months ago

Brossard, Quebec, Canada NBC Full time
Role Overview

As a Wealth Management Associate at National Bank, you will play a vital role in supporting wealth advisors in delivering exceptional client experiences. This position offers a unique opportunity to develop your skills in customer service, communication, and teamwork.

Key Responsibilities
  • Provide exceptional customer service to clients, ensuring their needs are met and exceeded.
  • Collaborate with wealth advisors to analyze client accounts and prepare for activities that support business development.
  • Ensure effective communication between clients, advisors, and internal stakeholders.
  • Coordinate advisors' agendas, schedule appointments, and prepare client meetings.
  • Adhere to compliance and risk management rules.
Team Environment

National Bank Financial – Wealth Management is a dynamic team that values collaboration and partnership. As a Wealth Management Associate, you will work closely with a wealth advisor to deliver an exceptional client experience.

What We Offer
  • A hybrid work model that balances remote and in-office work.
  • Flexible work schedule arrangements to support work-life balance.
  • Generous pension plan and employee share ownership plan.
  • Access to a wide range of flexible benefits, including health and wellness programs, group insurance, and employee assistance programs.
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.