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Financial Services Associate

2 months ago

Québec, Quebec, Canada National Bank Full time

Job Summary:

We are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.

Key Responsibilities:

  • Ensure seamless communication between clients, advisors, and internal stakeholders
  • Provide top-notch customer service through various channels, including in-person, phone, and email
  • Analyze client accounts to identify opportunities for wealth advisors to develop their business
  • Execute transactions related to investment accounts with precision and attention to detail
  • Manage client files and maintain accurate records
  • Coordinate advisors' schedules, arrange meetings, and prepare client materials
  • Ensure compliance with regulatory requirements and risk management protocols

About Our Team:

National Bank Financial – Wealth Management is a leading investment brokerage firm in Canada, with a network of over 1,000 investment advisors serving more than 400,000 clients across the country. As a member of our team, you will work closely with a wealth advisor to deliver an exceptional client experience, leveraging your skills and expertise to drive business growth and success.

What We Offer:

  • A dynamic and supportive work environment that fosters collaboration and teamwork
  • A comprehensive benefits package, including health and wellness programs, flexible insurance options, and a generous pension plan
  • Opportunities for professional growth and development, including training and mentorship programs
  • A hybrid work model that balances flexibility and work-life balance
  • A commitment to diversity, equity, and inclusion, with a focus on creating a barrier-free workplace

Requirements:

  • College diploma in a related field, such as business administration or finance
  • At least one year of relevant experience in a related field, such as banking operations, customer service, or administration
  • Strong knowledge of the Microsoft Office suite and ability to learn new software
  • Excellent organizational and priority management skills

Language: French