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Wealth Management Assistant

2 months ago

Montreal, Quebec, Canada NBC Full time
About the Role

National Bank Financial – Wealth Management is seeking a highly skilled Business Operations Specialist to join its Strategy & Performance team. As a key member of the Advisor Programs & Policies team, you will play a crucial role in managing the Business Expenses Sharing Program and providing exceptional service to our wealth advisors and their teams.

Key Responsibilities
  • Program Management: Manage the wealth advisors' Business Expenses Sharing Program, ensuring seamless execution and optimal management.
  • Analysis and Response: Analyze and respond to various requests related to the Business Expenses Sharing Program, providing timely and accurate information.
  • Expense Review and Approval: Review the eligibility of and approve submitted expenses, ensuring compliance with program guidelines.
  • Closing Activities: Accomplish monthly, quarterly, and year-end closing activities, maintaining accurate records and reports.
  • Documentation and Communication: Update program documentation and SharePoint content, developing tools of communication related to the program.
  • Data Analysis and Reporting: Gather data and information, and prepare reports and analyses for various projects, providing insights to inform business decisions.
About the Team

National Bank Financial – Wealth Management is a leading securities brokerage firm in Canada, with a network of close to 1000 wealth advisors across 100 branches. As a member of the Strategy & Performance team, you will be part of a dynamic and collegial work environment that values flexibility and work-life balance.

Requirements
  • Education: Bachelor's degree in a related domain and 1 year's pertinent experience, or Diploma of College Studies (DEC) in commerce or other related field and 3 years' pertinent experience.
  • Technical Skills: Good working knowledge of the Microsoft Office Suite, especially Excel, and basic knowledge of accounting and taxation principles.
  • Soft Skills: Organizational, analytical, and priority management skills, with the ability to work effectively in a team environment.
Language Requirements

Fluency in French and English is required, as you will be working closely with colleagues outside Quebec.

What We Offer

National Bank Financial – Wealth Management offers a competitive compensation package, as well as a wide range of flexible benefits to promote your wellbeing and that of your family. These include health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan, among others.