Hybrid Wealth Management Associate - Private Banking

National Bank of Canada; Quebec; Híbrido; CAD 52 000 - 76 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

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

Resumo da oferta

National Bank of Canada is seeking a Wealth Management Associate in its Private Banking 1859 division. You will support advisors, prepare client meetings, open and maintain files, and help with financial planning for high-net-worth clients across Canada.

You’ll collaborate with cross-functional teams, monitor markets, ensure compliance, and contribute to business development in a hybrid work model with flexible scheduling to support work-life balance.

Qualificações

• Completed college diploma and two years of relevant experience.
• Canadian Investment Regulatory Exam (CIRE) within 6 months of joining the firm.
• Knowledge of Word and Excel.
• Ability to work under pressure.
• Autonomy, initiative and discipline.

Responsabilidades

• Assist advisors or private advisors with the administrative tasks related to managing clients' accounts.
• Offer top-quality customer service, prepare client meetings, and act as a resource person for questions related to products, procedures, and policies.
• Open and keep client files up to date
• Be the administrative link between the different operational departments to effectively perform required 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

Conhecimentos

Accountability

Client-focused

Communication

Multitasking

Teamwork

Problem Solving

Stress Management

Detail-oriented

Digital literacy

Learning Agility

Initiative

Organization Skills

Cybersecurity

Wealth Management

Information Analysis

Formação académica

College diploma

Office administration studies

Ferramentas

Word

Excel

Descrição da oferta de emprego

National Bank of Canada is seeking a Wealth Management Associate in its Private Banking 1859 division. You will support advisors, prepare client meetings, open and maintain files, and help with financial planning for high-net-worth clients across Canada.

You’ll collaborate with cross-functional teams, monitor markets, ensure compliance, and contribute to business development in a hybrid work model with flexible scheduling to support work-life balance.