Finance & Banking Associate, Financial Consultant

Overview

A career as an Associate in the Wealth Management team at National Bank will give you the opportunity to work in synergy with clients and colleagues. In this role, you will help wealth advisors stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. The ideal candidate will possess a solid understanding of financial planning, tax preparation, and investment fundamentals, and demonstrate a strong desire to learn, develop, and expand their capabilities in the associate role.

• Ensure effective communication between all parties (clients, advisors, and various collaborators)
• Provide superior customer service in person, on the phone, and by email
• Analyze client accounts to prepare for activities that support wealth advisors in their business development
• Diligently carry out transactions related to investment accounts
• Open and update client files
• Coordinate advisors’ agendas, schedule appointments, and prepare client meetings
• Ensure adherence to compliance and risk management rules

National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it’s important to you.

• College diploma in a related field
• At least one year of relevant experience in a related field such as banking operations, customer service, or administration
• Good knowledge of the Microsoft Office suite
• Organizational and priority management skills

• 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

Additional required languages:
English