Associate

National Bank of Canada; Quebec; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities for community involvement

Telemedicine service

Virtual sleep clinic

Job summary

A leading financial institution in Quebec is seeking an Associate for its Wealth Management team. This role focuses on delivering exceptional customer service and supporting wealth advisors with their business development. Responsibilities include effective communication with clients, managing client files, and carrying out transactions related to investment accounts. Candidates should have a university diploma and relevant experience in customer service or banking operations. Strong organizational skills and Microsoft Office proficiency are required.

Qualifications

• University diploma required in a related field.
• Minimum one year of relevant experience in banking operations or customer service.
• Good proficiency in Microsoft Office applications.
• Organizational and priority management skills.
• CIRE: Canadian Investment Regulatory Exam, new regulatory exams replacing the CSC and CPH. Considered an asset. To be obtained within the months following hiring.

Responsibilities

• Ensure effective communication among clients and advisors.
• Provide superior customer service in various mediums.
• Analyze client accounts to support wealth advisors.
• Diligently carry out transactions related to investment accounts
• Open and update client files
• Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings
• Ensure adherence to compliance and risk management rules

Skills

Customer service

Communication

Organizational skills

Priority management

Microsoft Office proficiency

Knowledge of financial regulations

Education

University diploma in a related field

Tools

Microsoft Office

Job description

A career as an Associate in the Wealth Management team at National Bank will give you the opportunity to show your ability 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.

Responsibilities

• 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 clients meetings
• Ensure adherence to compliance and risk management rules

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.

Prerequisites

• University 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
• CIRE: Canadian Investment Regulatory Exam, new regulatory exams replacing the CSC and CPH. Considered an asset. To be obtained within the months following hiring.

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 required languages

French

About Us

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.

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!