Associate

National Bank of Canada; Montreal (administrative region); Hybrid; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Telemedicine service

Job summary

A leading financial institution in Montreal is seeking an Associate for their Exclusive Remote Advisory Service team. In this role, you will support clients by providing top-quality customer service, executing investment account transactions, and managing client files. Ideal candidates should have a related college diploma, excellent customer service skills, and proficiency in Microsoft Office. Bilingualism in English and French is required. The position offers a range of benefits including flexible insurance and a generous pension plan.

Qualifications

• 2 years of relevant experience in banking, insurance, and/or finance is an asset.
• Excellent knowledge of Microsoft Office Suite is required.
• Outstanding customer service skills are essential.

Responsibilities

• Support the team to provide top-quality customer service.
• Execute deposit, withdrawal, and transfer instructions on investment accounts.
• Handle the administrative management of client files.

Skills

Customer service

Microsoft Office Suite

Bilingual (English, French)

Education

College and/or university diploma related to the sector

Job description

Overview

A career as an Associate in the Exclusive Remote Advisory Service team at National Bank means supporting our clients in achieving their life goals. In this role, you help National Bank Financial, Wealth Management stand out by delivering exceptional customer service and making a positive long-term impact on our clients.

Your Role

• Support the team to provide top-quality customer service and be available to respond to client requests.
• Execute deposit, withdrawal, and transfer instructions on all investment accounts and ensure diligent follow-up.
• Analyze and open client files and keep them up to date.
• Handle the administrative management of client files, including managing agendas, scheduling appointments, and preparing for client meetings.
• Ensure compliance with regulations and risk management policies.

Your Team

Within the Exclusive Remote Advisory Service sector, you are part of a direct team of fourteen colleagues, within a larger group of about sixty colleagues, and report to Estelle Champagne. The exclusive remote advisory service offices are available to clients from Monday to Friday, 9 a.m. to 5 p.m. (ET). The team is physically present at the downtown Montreal office three days a week (Mondays and Wednesdays are mandatory, with a third day at the employee’s discretion).

Our training programs based on learning by doing enable you to master your role. Personalized training content on topics that interest you is available to support your ongoing learning. Access to colleagues with diverse expertise, experiences, and backgrounds further enriches your growth in every way.

Requirements

• Completed college and/or university diploma in a field related to the sector.
• 2 years of relevant experience in banking (“back office”), insurance, and/or finance (an asset).
• Excellent knowledge of Microsoft Office Suite.
• Outstanding customer service skills.
• Additional required languages: English, 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.

Additional Information

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates. 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.

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.