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Wealth Management Professional

1 month ago

SalaberrydeValleyfield, Quebec, Canada National Bank Full time
Unlock Your Potential as a Wealth Associate

In this rewarding role, you will have the opportunity to work in synergy with clients and colleagues to provide exceptional customer service. As a Wealth Associate at National Bank, you will be an integral part of a team that helps investment advisors stand out by delivering long-term value to our clients.

Your Key Responsibilities:
  • Support investment advisors in providing superior customer service and meet client requests in a timely manner.
  • Perform routine operations related to financial transactions, including purchases and sales of securities, transaction adjustments, deposits, withdrawals, transfers, and currency conversions.
  • Analyze, open, and update client files, ensuring accuracy and attention to detail.
  • Produce portfolio management reports to help clients make informed decisions about their investments.
  • Administer client files by managing agendas, scheduling appointments, and preparing for client meetings.
  • Evaluate compliance and risk management rules to ensure adherence and minimize potential risks.
About the Team:

National Bank Financial – Wealth Management is one of Canada's leading wealth management companies, with close to 1,000 investment advisors managing assets for over 400,000 clients across approximately 100 branches. You will report to a regional manager and collaborate with an investment advisor to deliver an exceptional client experience.

We are committed to creating a flexible work environment that allows you to balance your work and personal life. Our hybrid (remote and in-office) work model, flexible scheduling arrangements, and generous leave policies demonstrate our dedication to supporting your well-being.

What We're Looking For:
  • A college or university diploma in a related field, such as business or finance.
  • Two years of relevant experience in banking, insurance, or the financial industry.
  • Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course.
  • Excellent knowledge of Microsoft Office suite and ability to learn new software quickly.
  • Strong customer service skills and ability to communicate effectively with clients and colleagues.
Benefits and Perks:

As a valued employee of National Bank, you will be eligible for a comprehensive benefits package that includes:

  • A competitive salary range of $65,000 - $85,000 per year, based on location and experience.
  • Health and wellness program with various options.
  • Flexible group insurance.
  • Generous pension plan.
  • Employee Share Ownership Plan.
  • Employee and Family Assistance Program.
  • Preferential banking services.
  • Opportunities to get involved in community initiatives.
  • Telemedicine service.
  • Virtual sleep clinic.

We strive to create a barrier-free workplace that is inclusive and accessible to all employees. If you require accommodation during the recruitment process, please let us know.