Wealth Advisory Assistant & Client Services (Hybrid)

National Bank of Canada; Trois-Rivières; Hybrid; CAD 45,000 - 65,000; 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

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank Financial - Wealth Management is seeking an assistant to support wealth advisors in delivering exceptional client service and facilitating business development. You’ll help ensure smooth communication between clients and the advisory team, manage client files, and assist with investment-related transactions.

The role emphasizes teamwork, accuracy, and adherence to compliance, with a hybrid work model in Canada to support work-life balance.

Qualifications

• College diploma in a related field.
• At least one year of relevant experience in a related field such as banking operations, customer service, or administration.
• Good knowledge of the Microsoft Office suite.
• Organizational and priority management skills.
• Investment Representative License an asset (Canadian Investment Regulatory Examination (ERCI)).

Responsibilities

• Ensure effective communication between all parties (clients, advisors, and various collaborators).
• Provide superior customer service in person, on the phone, and by email.
• Analyze client accounts to prepare for activities that support wealth advisors in their business development.
• Diligently carry out transactions related to investment accounts.
• Open and update client files.
• Coordinate advisors' agendas, schedule appointments, and prepare clients meetings.
• Ensure adherence to compliance and risk management rules.

Skills

Accountability

Client-focused

Communication

Critical Thinking

Digital literacy

Information Analysis

Initiative

Multitasking

Organization Skills

Problem Solving

Resiliency

Stress Management

Teamwork

Cybersecurity

Detail-oriented

Learning Agility

Education

College diploma

Tools

Microsoft Office

Job description

National Bank Financial - Wealth Management is seeking an assistant to support wealth advisors in delivering exceptional client service and facilitating business development. You’ll help ensure smooth communication between clients and the advisory team, manage client files, and assist with investment-related transactions.

The role emphasizes teamwork, accuracy, and adherence to compliance, with a hybrid work model in Canada to support work-life balance.