Wealth Management Advisor

6 days ago


Mercier Southeast, Canada National Bank Full time

Job Summary:

We are seeking a highly skilled and motivated Banking Associate to join our team at National Bank. As a key member of our Private Banking 1859 group, you will have the opportunity to work with high-net-worth clients, providing them with comprehensive financial services and advice.

About You:

To be successful in this role, you will need to possess excellent customer service skills, a strong sense of initiative and autonomy, and the ability to work effectively in a team environment. You will also require knowledge of banking, investment, and financing products, as well as experience in personal and/or commercial credit.

Responsibilities:

  • Provide support to bankers or private bankers by ensuring administrative follow-up and customer service
  • Ensure client satisfaction and loyalty by developing personalized, trust-based relationships
  • Optimize interactions with clients and identify opportunities to recommend a multi-product offering that meets their needs
  • Open business and personal files and perform various transactions on behalf of clients
  • Ensure adherence to compliance and risk management rules
  • Analyze financial information and tax structures for the processing of financing applications
  • Ensure deadlines are met for multiple transactions
  • Establish and maintain effective communication with the various parties involved in the files

Your Benefits:

  • A competitive salary range of $65,000 - $90,000 per year
  • A wide range of flexible benefits to promote your wellbeing and that of your family
  • Opportunities to get involved in community initiatives
  • A barrier-free workplace that is accessible to all employees

About Us:

National Bank is a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. We offer a dynamic work environment and cutting-edge collaboration tools that foster a positive employee experience. We actively listen to employees' ideas and encourage regular feedback and ongoing communication.



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