Warehouse Associate- Cold Storage

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

A career as a Wealth Associate in the Exclusive Remote Advisory Services team at National Bank means supporting our clients in achieving their life goals. In this role, you help National Bank Financial, Wealth Management stand out by providing exceptional customer service to have a long-term positive impact on our clients.

Support the team in providing superior customer service and be available to meet client requests

Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)

Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up

Analyze, open, and update client files

Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings

Draft and send client communications

Ensure adherence to compliance and risk management rules

Your team

In the Exclusive Remote Advisory Services team, you are part of a direct team of eleven colleagues, a large team of some fifty colleagues, and you report to Senior Manager, Exclusive Remote Advisory Service (ERAS). The virtual branch of Exclusive Remote Advisory Services is available to our client Monday to Friday, 9 a.m. to 5 p.m. (ET), and the team is physically in the office three days a week.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.

Prerequisites

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 the banking ("back office"), insurance, and/or financial industry (asset)

Excellent knowledge of the Microsoft Office suite

Languages:

French

Skills

Communication Critical Thinking Information Analysis Multitasking Organization Skills Problem Solving Stress Management Teamwork Wealth Management Cybersecurity Accountability Client-focused Detail-oriented Digital literacy Initiative

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?