Wealth Associate

3 weeks ago


SaintGeorges, Canada National Bank Full time

Job Summary

We are seeking a highly skilled Wealth Associate to join our team at National Bank Financial. As a Wealth Associate, you will play a critical role in supporting our wealth advisors in providing exceptional customer service to our clients.

Key Responsibilities

  • Support investment advisors in providing superior customer service and meet client requests
  • Carry out routine operations related to financial transactions, including purchases and sales of securities, and necessary transaction adjustments
  • Manage deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
  • Analyze, open, and update client files
  • Produce portfolio management reports
  • Manage client files by scheduling appointments, preparing client meetings, and ensuring adherence to compliance and risk management rules

About Us

National Bank Financial is a leading investment brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients across 100 branches. We offer a dynamic work environment, cutting-edge collaboration tools, and a commitment to employee well-being.

What We Offer

  • Competitive compensation and benefits package
  • Flexible work arrangements, including hybrid remote and in-office work model
  • Opportunities for professional growth and development
  • A barrier-free workplace that is accessible to all employees

Requirements

  • Completed college and/or university diploma in a related field
  • Two years of relevant experience in the banking, insurance, and/or financial industry
  • Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook
  • Excellent knowledge of the Microsoft Office suite
  • Excellent customer service skills

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