Private Wealth Associate

National Bank of Canada; Toronto; Hybrid; CAD 55,000 - 85,000; 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

Telemedicine service

Virtual sleep clinic

Telemedicine service

Virtual sleep clinic

Job summary

A leading financial institution in Toronto is looking for a dedicated administrative professional to assist Private Wealth Advisors. The role includes providing top-notch customer service, managing client files, and coordinating various administrative tasks. Candidates should have a college diploma, preferably with relevant experience and an Investment Representative license. The position offers hybrid work arrangements and a comprehensive benefits package, fostering employee well-being and flexibility.

Qualifications

• 5 years of relevant experience in administration.
• Knowledge of Word and Excel software.
• Ability and interest in working as part of a team.
• Investment Representative license with CIRO.
• Knowledge of Word and Excel software.
• Ability to work under pressure.
• Autonomy, initiative, and attention to detail.
• Ability and interest in working as part of a team.
• Strong organizational skills.
• Strong communication and training skills.

Responsibilities

• Assist the Private Wealth Advisor in administrative tasks.
• Provide superior customer service to clients.
• Open and maintain client files in compliance with deadlines.
• Guide and train new employees on complex procedures.
• Perform diverse administrative tasks related to financial transactions.
• Prepare documents required for client meetings.
• Prepare tables, memos, letters, and various documents.
• Act as a resource for clients.
• Guide and train new employees, mentoring peers on complex products, procedures, and firm policies.
• Keep operational and regulatory knowledge up to date.
• Ensure compliance with rules and risk management.

Skills

Customer service

Strong organizational skills

Communication skills

Attention to detail

Ability to work under pressure

Autonomy

Initiative

Customer service

Education

College diploma or Bachelor's in Business Administration

Investment Representative license with CIRO

Tools

Word

Excel

Job description

Private Wealth Management 1859 is dedicated to providing wealth management services and advice to a distinctive and affluent clientele. It is part of National Bank, which offers a wide range of financial services to individuals, businesses, and public administrations across Canada, as well as specialized services to a select group of international clients.

To capture this high‑potential market, Private Wealth Management 1859 aims to build a team of professionals—true passionate individuals committed to delivering an unparalleled level of service to its distinctive clientele. By redefining close relationships, the members of Private Wealth Management 1859 will stand out from the competition and from anything currently offered in the market.

Your Role

• Assist the Private Wealth Advisor in all administrative tasks related to managing client accounts.


• Provide superior customer service, prepare client meetings, and act as a resource person for questions related to products, procedures, and policies.


• Open and maintain client files in compliance with deadlines.


• Coordinate administrative tasks with various operational services to efficiently complete required activities.


• Perform diverse administrative tasks related to financial transactions.


• Prepare documents required for client meetings.


• Prepare tables, memos, letters, and various documents.


• Act as a resource person for clients.


• Guide and train new employees, serving as a subject‑matter expert and mentor for peers on complex products, procedures, and firm policies.


• Keep operational and regulatory knowledge up to date.


• Ensure compliance with rules and risk management.

Your Team

To properly serve this distinctive clientele in a high‑potential market, you are part of a passionate, committed, and dedicated team. You work closely with sector members and report to the Investment Customer Services Manager, Private Wealth Management 1859.

We aim to offer you maximum flexibility in your work to promote your quality of life. This includes hybrid work arrangements (office and remote), flexible scheduling to balance professional and personal life, and flexible time off during moments that matter.

Requirements

• Completed college diploma (Bachelor’s degree in Business Administration an asset), along with five years of relevant experience.


• Studies in administration or office management preferred.


• Investment Representative license with CIRO.


• Knowledge of Word and Excel software.


• Ability to work under pressure.


• Autonomy, initiative, and attention to detail.


• Ability and interest in working as part of a team.


• Strong organizational skills.


• Strong communication and training skills.

Your Benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

• 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

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting‑edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

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! What can you bring to our team?

Come live your ambitions with us!

Additional required languages: English