Wealth Associate

National Bank of Canada; Montreal (administrative region); On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Health and wellness program

Pension plan

Employee Share Ownership Plan

Employee and family assistance program

Telemedicine service

Job summary

National Bank of Canada is seeking a Wealth Associate to assist Wealth Advisors by delivering exceptional client service and handling routine financial operations. You will support client requests, process transactions, and maintain accurate client files.

In this role you will prepare portfolio reports, manage meetings, and ensure adherence to compliance and risk management standards while collaborating with a team of wealth professionals.

Qualifications

• Completed college and/or university diploma in a related field.
• Two years of relevant experience in banking, insurance, and/or financial industry.
• Completion of the CSC and/or Conduct and Practices Handbook Course.
• Completion of CIRE: Canadian Investment Regulatory Exam.
• Excellent knowledge of Microsoft Office suite.
• Excellent customer service skills.

Responsibilities

• Support investment advisors by providing superior client service and handling client requests.
• Carry out routine financial transactions and adjustments (purchases/sales of securities).
• Process deposits, withdrawals, transfers, and currency conversions for investment accounts with follow-up.
• Analyze, open, and update client files; produce portfolio management reports.
• Manage client files administratively, schedule appointments, and prepare meetings.
• Ensure compliance with risk management rules.

Skills

Client-focused

Communication

Critical Thinking

Teamwork

Wealth Management

Digital literacy

Education

College/university diploma in a related field

Two years of relevant banking/financial experience

Tools

Microsoft Office

Job description

A career as a Wealth Associate for Team Guy Cé 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.

Your job:

• 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
• Produce portfolio management reports
• Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
• Ensure adherence to compliance and risk management rules

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
• Excellent customer service skills

#INDGP

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

• 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!