Wealth Assocaite

Banque Nationale du Canada; Mississauga; Hybrid; CAD 55,000 - 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 Financial - Wealth Management is seeking a Wealth Associate to support investment advisors and deliver exceptional client service. You will help improve client experiences by coordinating transactions, updating files, and preparing meetings, while ensuring compliance and risk controls.

As part of a close-knit team, you will manage client files, schedule appointments, and communicate with clients, advisors, and partners to align on financial planning and services.

Qualifications

• 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.
• Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course.
• Completion of CIRE: Canadian Investment Regulatory Exam.
• Excellent knowledge of the Microsoft Office suite.
• Strong organizational skills with the ability to manage multiple priority effectively.
• Knowledge of financial planning and insurance.

Responsibilities

• Support investment advisors 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.
• Effective communication among clients, advisors, and internal or external collaborators.
• Excellent customer services in person, on the phone, and by email.
• Ensure adherence to compliance and risk management rules.

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

Education

College or university diploma in a related field

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course

CIRE: Canadian Investment Regulatory Exam

Tools

Microsoft Office

Job description

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

• Support investment advisors 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
• Effective communication among clients, advisors, and internal or external collaborators
• Excellent customer services in person, on the phone, and by email
• Ensure adherence to compliance and risk management rules
• This is a full-time, onsite position based at the office

Your team:

National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

Prerequisites:

• 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
• Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
• Completion of CIRE: Canadian Investment Regulatory Exam
• Excellent knowledge of the Microsoft Office suite
• Strong organizational skills with the ability to manage multiple priority effectively
• Knowledge of financial planning
• Knowledge of insurance

Languages:

Skills

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

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 such as:

• 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?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?