Hybrid Wealth Management Associate: Client Support & Prep

National Bank of Canada; Ottawa; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Health & wellness program

Flexible group insurance

Pension plan

Employee share ownership

Community initiatives

Telemedicine

Virtual sleep clinic

Job summary

A leading Canadian financial institution seeks an Associate for its Wealth Management team in Ottawa. The role involves supporting wealth advisors by providing exceptional customer service, managing client communications, and performing administrative tasks. Ideal candidates hold a college diploma and possess at least one year of relevant experience in banking or customer service. The position supports work/life balance with a hybrid work model and offers a range of benefits including wellness programs and flexible insurance options.

Qualifications

• Minimum one year of relevant experience in banking operations, customer service, or administration.
• Strong organizational and prioritization skills.
• Proficient in Microsoft Office.

Responsibilities

• Communicate effectively among clients, advisors, and collaborators.
• Provide superior customer service in person, on the phone, and via email.
• Analyze client accounts to prepare support for wealth advisors.
• Execute 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.

Skills

Customer service

Communication

Organizational skills

Proficiency in English

Education

College diploma in a related field

Tools

Microsoft Office

Job description

A leading Canadian financial institution seeks an Associate for its Wealth Management team in Ottawa. The role involves supporting wealth advisors by providing exceptional customer service, managing client communications, and performing administrative tasks. Ideal candidates hold a college diploma and possess at least one year of relevant experience in banking or customer service. The position supports work/life balance with a hybrid work model and offers a range of benefits including wellness programs and flexible insurance options.