Executive Assistant Wealth Management

4 days ago


Montréal, Canada National Bank of Canada Full time

A career as an executive assistant in the Wealth Management team at National Bank means acting as a strategic partner to two Vice Presidents:

- Vice President, Business Strategy - Wealth Management
- Vice President, Financial Performance Management - Wealth Management, Commercial Banking and Private Banking 1859

This role allows you to have a positive impact as a strategic partner, recognized for your ability to optimize time, anticipate needs, and actively contribute to achieving the objectives of both business lines.

**Your role**
- Manage and coordinate the agendas of both Vice Presidents, ensuring appropriate follow-ups and prioritization.
- Plan and support the organization of executive meetings within the Wealth Management sector (executive committees, strategic planning sessions, management committees).
- Ensure the planning, coordination, and logístical support of executive meetings and administrative activities within the sector, in collaboration with managers and strategic committees.
- Oversee logistics and preparation of internal and external communications, in both French and English.
- Collaborate with assistants and key partners to coordinate major events and improve administrative processes.
- Contribute to various cross-functional projects and act as a confidential point of contact for strategic and sensitive matters.

**Your team**

You will be part of two dynamic teams recognized for their collaborative spirit and commitment to collective performance.
- The Wealth Management Business Strategy team brings together diverse expertise in portfolio management, data strategy, risk management, and communications.
- The Wealth Management Financial Performance team - Wealth Management, Commercial Banking and Private Banking 1859 - includes finance partners and analysts who support business sectors with precision and expertise.

National Bank values continuous development; our personalized training programs, based on learning through action, allow you to master your role and develop new areas of expertise. We aim to offer you maximum flexibility to support your quality of life, including a hybrid work environment.

**Prerequisites**
- Diploma of professional or college studies, or equivalent, with a minimum of 5 years of relevant experience.
- Previous experience as an administrative or executive assistant.
- Advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Forms) and collaboration tools (MS Teams, SharePoint, OneNote).
- Ability to work with professionalism and rigor in an agile environment.

**Your benefits**

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- Telemedicine service
- Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

**We're putting people first**

We're 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. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

Come live your ambitions with us



  • Montréal, Canada Diligence Wealth Management | Manulife Wealth Inc. Full time

    **About the Company** At Diligence Wealth Management, we believe that true wealth management is about more than numbers — it’s about people, purpose, and building lasting legacies. As an established partner of Manulife Wealth Inc., one of Canada’s leading independent investment and insurance dealers, we combine the strength of a national institution...


  • Montréal, Canada National Bank of Canada Full time

    **Primary Locations**:Montreal, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve customer...


  • Montréal, Canada National Bank of Canada Full time

    **Primary Locations**:Montreal, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Assistant to help us improve customer...


  • Montréal, Canada National Bank of Canada Full time

    A career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Ensure effective communication between...

  • Executive Assistant

    4 hours ago


    Montréal, Canada Heritage Management Full time

    **Executive Assistant** This is a fantastic opportunity to work with an established, well-respected company where your skills and professionalism are highly valued. Key Responsibilities: - Prepare and review real estate and leasing documents; - Create draft correspondence, reports, and legal documents accordingly; - Maintain filing system; - Schedule and...


  • Montréal, Canada Worldsource Wealth Management Full time

    English Below ÉNONCÉ DU POSTE : Nous recherchons un gestionnaire de portefeuille enregistré pour rejoindre notre firme indépendante dynamique et en forte croissance de gestion de patrimoine au Canada. Dans ce rôle, vous aiderez à concevoir, construire et gérer des portefeuilles multi-actifs qui soutiennent les conseillers de détail et leurs clients...


  • montréal, Canada Worldsource Wealth Management Full time

    English Below ÉNONCÉ DU POSTE :Nous recherchons un gestionnaire de portefeuille enregistré pour rejoindre notre firme indépendante dynamique et en forte croissance de gestion de patrimoine au Canada. Dans ce rôle, vous aiderez à concevoir, construire et gérer des portefeuilles multi-actifs qui soutiennent les conseillers de détail et leurs clients à...


  • Montréal, Canada iA Private Wealth Full time

    **About us** We are a boutique wealth management firm catered to high-net-worth individuals. We believe that service and trust are the cornerstone of our business. Our goal is to continue our growth and build to half a billion dollars in assets under management. Our core values to name a few are: are honesty, transparency and respect. At Myriad Private...


  • Montréal, Canada National Bank of Canada Full time

    **Primary Locations**:Montreal, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: - Are you an experienced manager with a broad vision who knows how to coach your team? - Do you want to work in a dynamic and stimulating environment? - Do you enjoy working in project mode and managing key suppliers? National Bank is...

  • Executive Assistant

    2 weeks ago


    Montréal, Canada iA Groupe financier iA Financial Group Full time

    Administrative Assistant / Executive Assistant / Investments / Toronto / Quebec / Montreal_ Are you recognized as a dynamic, organized, and agile person? Would you like to evolve in a stimulating environment, strongly data-oriented, and have an impact on an entire team? We have a position for you! You will have to work closely with members of the...