Hybrid Wealth Management Associate

National Bank of Canada; Sherbrooke; Hybrid; CAD 65,000 - 95,000; 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

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank is seeking a Wealth Management Associate for Private Banking 1859. You will support advisors, manage client files, and coordinate between departments to facilitate financial transactions.

You will assist with portfolio analyses and financial planning, staying current with market trends while upholding compliance and risk standards. This role emphasizes client-focused service in a hybrid work environment.

Qualifications

• Completed college diploma and two years of relevant experience.
• Office administration studies are an asset.
• Customer service experience is required.
• Successful completion of the CSC and Conduct and Business Practices Handbook Course.
• Knowledge of Word and Excel.
• Ability to work under pressure.
• Autonomy, initiative and discipline.

Responsibilities

• Assist advisors or private advisors with administrative tasks relating to managing clients' accounts.
• Offer top-quality customer service, prepare client meetings, and be a resource on products, procedures, and policies.
• Open and keep client files up to date.
• Serve as the administrative link between operational departments to perform activities.
• Carry out a variety of administrative tasks related to the team’s business development and financial transactions.
• Help prepare portfolio analyses and/or financial planning.
• Keep up to date on financial markets.
• Ensure adherence to compliance and risk management rules.

Skills

Customer service

Autonomy

Initiative

Discipline

Teamwork

Problem solving

Attention to detail

Education

College diploma

Office administration studies

Canadian Securities Course (CSC)

Conduct and Business Practices Handbook Course

Tools

Word

Excel

Job description

National Bank is seeking a Wealth Management Associate for Private Banking 1859. You will support advisors, manage client files, and coordinate between departments to facilitate financial transactions.

You will assist with portfolio analyses and financial planning, staying current with market trends while upholding compliance and risk standards. This role emphasizes client-focused service in a hybrid work environment.