Wealth Advisory Assistant (Hybrid Remote)

National Bank of Canada; Trois-Rivières; Hybrid; CAD 40,000 - 55,000; Full time

Benefits offered by this job

Health and wellness program, including

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 within the Advisory Group Beauchamp, Beaulieu, Toupin is seeking an assistant to support wealth advisors and deliver exceptional client service. You will help maintain client files, coordinate meetings, and ensure accurate account activity while upholding compliance standards.

The role offers a hybrid (remote and in-office) work arrangement in Canada, with flexibility to balance professional and personal commitments.

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.
• Investment Representative License an asset (Canadian Investment Regulatory Examination ERCI).

Responsibilities

• Ensure effective communication between clients, advisors, and 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 client meetings.
• 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 in a related field

Tools

Microsoft Office

Job description

National Bank Financial Wealth Management within the Advisory Group Beauchamp, Beaulieu, Toupin is seeking an assistant to support wealth advisors and deliver exceptional client service. You will help maintain client files, coordinate meetings, and ensure accurate account activity while upholding compliance standards.

The role offers a hybrid (remote and in-office) work arrangement in Canada, with flexibility to balance professional and personal commitments.