Remote Wealth Operations Specialist

Staffmax Staffing & Recruiting; Montreal (administrative region); Hybrid; CAD 60,000 - 75,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

National Bank seeks a Wealth Associate to support the Exclusive Remote Advisory Services team. You will provide exceptional client service, handle routine securities transactions, and manage client files and communications with a strong emphasis on compliance.

The role offers hybrid presence with a remote advisory focus. You will work within a collaborative team of colleagues and report to the Senior Manager, Exclusive Remote Advisory Service, contributing to a client-centric wealth management

Qualifications

• Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) courses.
• Completed college and/or university diploma in a related field.
• Two years of relevant experience in banking (back office), insurance, and/or financial industry (asset).
• Excellent knowledge of the Microsoft Office suite.

Responsibilities

• Provide exceptional customer service to clients of National Bank Financial, Wealth Management.
• Support the team in meeting client requests and carrying out routine financial transactions.
• Process deposits, withdrawals, transfers, and currency conversions for investment accounts with diligent follow-up.
• Open, update, and analyze client files and manage administrative aspects of meetings and agendas.
• Draft and send client communications while ensuring compliance and risk management rules.

Skills

Communication

Critical thinking

Information analysis

Multitasking

Organization

Problem solving

Stress management

Teamwork

Wealth management

Cybersecurity

Client-focused

Detail-oriented

Digital literacy

Initiative

Education

CSC (Canadian Securities Course)

CPH (Conduct and Practices Handbook)

College/University diploma in related field

Tools

Microsoft Office

Job description

National Bank seeks a Wealth Associate to support the Exclusive Remote Advisory Services team. You will provide exceptional client service, handle routine securities transactions, and manage client files and communications with a strong emphasis on compliance.

The role offers hybrid presence with a remote advisory focus. You will work within a collaborative team of colleagues and report to the Senior Manager, Exclusive Remote Advisory Service, contributing to a client-centric wealth management