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Wealth Associate

1 month ago

Laval, Quebec, Canada National Bank Full time
Job Summary:

As a Wealth Associate at National Bank, you will play a key role in supporting wealth advisors in providing exceptional customer service to clients. Your primary responsibility will be to assist in the management of client relationships, ensuring that clients receive the highest level of service and support.

Key Responsibilities:

* Assist wealth advisors in providing superior customer service to clients
* Carry out routine operations related to financial transactions, including purchases and sales of securities
* Analyze, open, and update client files
* Produce portfolio management reports
* Ensure adherence to compliance and risk management rules

About Us:

National Bank Financial – Wealth Management is a leading investment brokerage firm in Canada, with a team of close to 1,000 investment advisors managing the assets of over 400,000 clients. We offer a dynamic work environment and a range of benefits to support your career growth and well-being.

Requirements:

* Completed college and/or university diploma in a related field
* Two years of relevant experience in the banking, insurance, and/or financial industry
* Excellent knowledge of the Microsoft Office suite
* Excellent customer service skills

What We Offer:

* Competitive compensation and benefits package
* Opportunities for career growth and professional development
* Dynamic work environment and collaborative team

How to Apply:

If you are a motivated and customer-focused individual looking for a challenging and rewarding career opportunity, please submit your application today.