Hybrid Wealth Mgmt Associate - Client Services & Planning

National Bank of Canada; Quebec; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Health & wellness program

Flexible group insurance

Pension plan

Employee Share Ownership Plan

Employee assistance program

Telemedicine

Hybrid work model

Job summary

National Bank of Canada seeks a Wealth Management Associate in Private Banking 1859 to support advisors serving high-net-worth clients nationwide. You will help prepare meetings, maintain client files, and ensure smooth administrative flow across departments while delivering top-quality service and accurate information.

You will stay abreast of market developments, assist with portfolio analyses and financial planning, and uphold compliance standards in a flexible hybrid work environment that

Qualifications

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

Responsibilities

• 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.

Skills

Accountability

Client-focused

Communication

Critical Thinking

Cybersecurity

Detail-oriented

Digital literacy

Information Analysis

Initiative

Learning Agility

Multitasking

Organization Skills

Problem Solving

Resiliency

Solution implementation

Standards Compliance

Stress Management

Teamwork

Wealth Management

Education

College diploma

Two years of relevant experience

Office administration studies (asset)

Canadian Investment Regulatory Exam (CIRE) within 6 months

Tools

Word

Excel

Job description

National Bank of Canada seeks a Wealth Management Associate in Private Banking 1859 to support advisors serving high-net-worth clients nationwide. You will help prepare meetings, maintain client files, and ensure smooth administrative flow across departments while delivering top-quality service and accurate information.

You will stay abreast of market developments, assist with portfolio analyses and financial planning, and uphold compliance standards in a flexible hybrid work environment that