Wealth Management Associate

4 weeks ago


Montreal, Quebec, Canada National Bank Full time

About the Role:

We are seeking a highly skilled and motivated Associate to join our Wealth Management team at National Bank. As a key member of our team, you will play a vital role in providing exceptional customer service to our clients and supporting our wealth advisors in their business development.

Key Responsibilities:

  • Ensure effective communication between clients, advisors, and collaborators
  • Provide superior customer service in person, on the phone, and by email
  • Analyze client accounts to prepare for activities that support wealth advisors in their business development
  • 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 Our Team:

National Bank Financial – Wealth Management is a leading investment brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients in about 100 branches. As a member of our team, you will have the opportunity to work with a wealth advisor to offer an exceptional client experience, collaboration, and partnership being key to your success.

What We Offer:

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

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: English, French



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