Associate (Hybrid) - Wealth Management Professional

6 days ago

SaintJérôme, Quebec, Canada National Bank Full time

Job Summary:

National Bank is seeking a highly skilled Associate (Hybrid) to join our Wealth Management team. As a key member of our team, you will be responsible for providing exceptional customer service, ensuring effective communication between clients, advisors, and collaborators, and analyzing client accounts to support investment advisors in their business development.

Key Responsibilities:

  • Provide superior customer service in person, on the phone, and by email
  • Analyze client accounts to prepare for activities that support investment advisors in their business development
  • Ensure effective communication between all parties (clients, advisors, and various collaborators)
  • Diligently carry out transactions related to investment accounts
  • Open and update client files
  • Coordinate advisors' agendas, schedule appointments, and prepare clients meetings
  • Ensure adherence to compliance and risk management rules

About Us:

National Bank Financial – Wealth Management is the fifth largest mutual funds brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Our team is dedicated to providing an exceptional client experience, and we are looking for a highly skilled Associate (Hybrid) to join our team.

What We Offer:

  • A dynamic work environment with cutting-edge collaboration tools
  • A wide range of flexible benefits to promote your wellbeing and that of your family
  • Opportunities to get involved in community initiatives
  • A hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave

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

Languages: French

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