Wealth Management Associate

4 weeks ago


Montreal, 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 helping them stand out in the market.

Key Responsibilities
  • Ensure seamless communication between clients, advisors, and internal stakeholders
  • Provide top-notch customer service through various channels
  • Analyze client accounts to identify opportunities for wealth advisors to grow their business
  • Execute transactions related to investment accounts with precision and accuracy
  • Manage client files and maintain accurate records
  • Coordinate advisors' schedules and prepare for client meetings
  • Ensure compliance with regulatory requirements and risk management policies
About Our Team

National Bank Financial - Wealth Management is a leading investment brokerage firm in Canada, with a strong presence in over 100 branches. As an Associate, you will work closely with a wealth advisor to provide an exceptional client experience and contribute to the team's success.

What We Offer
  • A dynamic work environment with cutting-edge collaboration tools
  • A hybrid work model with flexibility to balance work and life
  • Competitive compensation and a wide range of benefits to support your wellbeing and that of your family
  • Opportunities for professional growth and development
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
  • Strong knowledge of the Microsoft Office suite
  • Excellent organizational and priority management skills


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