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High-Performance Wealth Associate

1 month ago

Laval, Quebec, Canada National Bank Full time

Wealth Management at National Bank

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  • As a Client Services Specialist, you will support investment advisors in providing exceptional customer service, meeting client requests, and ensuring a positive impact on our clients.
  • You will carry out routine operations related to financial transactions, including purchases and sales of securities, transaction adjustments, deposits, withdrawals, transfers, and currency conversions for all investment accounts.
  • Your tasks will also include analyzing, opening, and updating client files, producing portfolio management reports, and managing client agendas and scheduling appointments.
  • In addition, you will ensure adherence to compliance and risk management rules, guaranteeing the security and integrity of our clients' assets.
  • This role requires collaboration with wealth advisors to offer an exceptional client experience, making partnership and teamwork essential to your success.

Your Team

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National Bank Financial - Wealth Management is Canada's fifth largest investment brokerage firm, with close to 1,000 investment advisors who manage over 400,000 clients in approximately 100 branches. As a Client Services Specialist, you will work under the guidance of the regional manager, supporting a wealth advisor to provide top-notch client service.

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Your Benefits

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In addition to competitive compensation, you will be eligible for a wide range of flexible benefits that promote your wellbeing and that of your family. These benefits include:

A health and wellness program with numerous options;Flexible group insurance;A generous pension plan;An Employee Share Ownership Plan;An Employee and Family Assistance Program;Preferential banking services;Opportunities to get involved in community initiatives;A telemedicine service;A virtual sleep clinic.">

About Us

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National Bank stands out as a bank on a human scale, characterized by its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people's lives. We strive to create a barrier-free workplace accessible to all employees, fostering inclusivity and diversity within our organization.

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Join Our Community

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Come live your ambitions with us, and contribute to creating a better future for our clients and communities.