Wealth associate

National Bank of Canada; Montreal (administrative region); Hybrid; CAD 50,000 - 70,000; 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 of Canada, through Private Wealth Management 1859, seeks an organized administrative professional to support the Private Wealth Advisor, manage client files, prepare meetings, and coordinate with operations.

The role offers hybrid work arrangements, flexible scheduling, and opportunities to train peers while emphasizing compliance, risk management, and exceptional client service for a distinctive clientele.

Qualifications

• Completed college diploma (Bachelor’s degree in Business Administration an asset), along with five years of relevant experience.
• Studies in administration or office management preferred.
• Investment Representative license with CIRO.
• Knowledge of Word and Excel software.
• Ability to work under pressure.
• Autonomy, initiative, and attention to detail.
• Ability and interest in working as part of a team.
• Strong organizational skills.
• Strong communication and training skills

Responsibilities

• Assist the Private Wealth Advisor in all administrative tasks related to managing client accounts.
• Provide superior customer service, prepare client meetings, and act as a resource person for questions related to products, procedures, and policies.
• Open and maintain client files in compliance with deadlines.
• Coordinate administrative tasks with various operational services to efficiently complete required activities.
• Perform diverse administrative tasks related to financial transactions.
• Prepare documents required for client meetings.
• Prepare tables, memos, letters, and various documents.
• Act as a resource person for clients.
• Guide and train new employees, serving as a subject-matter expert and mentor for peers on complex products, procedures, and firm policies.
• Keep operational and regulatory knowledge up to date.
• Ensure compliance with rules and risk management.

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

Bachelor’s degree in Business Administration

Tools

Word

Excel

Job description

Private Wealth Management 1859 is dedicated to providing wealth management services and advice to a distinctive and affluent clientele. It is part of National Bank, which offers a wide range of financial services to individuals, businesses, and public administrations across Canada, as well as specialized services to a select group of international clients.

To capture this high-potential market, Private Wealth Management 1859 aims to build a team of professionals—true passionate individuals committed to delivering an unparalleled level of service to its distinctive clientele. By redefining close relationships, the members of Private Wealth Management 1859 will stand out from the competition and from anything currently offered in the market.

Your Role:

• Assist the Private Wealth Advisor in all administrative tasks related to managing client accounts.
• Provide superior customer service, prepare client meetings, and act as a resource person for questions related to products, procedures, and policies.
• Open and maintain client files in compliance with deadlines.
• Coordinate administrative tasks with various operational services to efficiently complete required activities.
• Perform diverse administrative tasks related to financial transactions.
• Prepare documents required for client meetings.
• Prepare tables, memos, letters, and various documents.
• Act as a resource person for clients.
• Guide and train new employees, serving as a subject-matter expert and mentor for peers on complex products, procedures, and firm policies.
• Keep operational and regulatory knowledge up to date.
• Ensure compliance with rules and risk management.

Your Team:

To properly serve this distinctive clientele in a high-potential market, you are part of a passionate, committed, and dedicated team. You work closely with sector members and report to the Investment Customer Services Manager, Private Wealth Management 1859.

We aim to offer you maximum flexibility in your work to promote your quality of life. This includes hybrid work arrangements (office and remote), flexible scheduling to balance professional and personal life, and flexible time off during moments that matter.

Requirements:

• Completed college diploma (Bachelor’s degree in Business Administration an asset), along with five years of relevant experience.
• Studies in administration or office management preferred.
• Investment Representative license with CIRO.
• Knowledge of Word and Excel software.
• Ability to work under pressure.
• Autonomy, initiative, and attention to detail.
• Ability and interest in working as part of a team.
• Strong organizational skills.
• Strong communication and training skills

Languages: French

Required 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

Your benefits

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
• 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

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?

Join us!