Wealth Associate

Wealth Associate – National Bank of Canada

Overview

A career as a Wealth Associate at National Bank is a position where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long‑term impact on our clients, more precisely within the Losier Team.

Your team

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.

Work style

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‑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.

Responsibilities

• Support investment advisors in providing superior customer service and be available to meet client requests.
• Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments).
• Carry out 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.
• Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings.
• Ensure adherence to compliance and risk management rules.

Prerequisites

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

Benefits

• 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.

Senior>ness Level
:
Entry level

Employment type
:
Full‑time

Job function
:
Finance and Sales

Industry
:
Banking

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