Wealth Associate

National Bank of Canada; Oakville; 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

Telemedicine service

Virtual sleep clinic

Job summary

A leading Canadian bank seeks a Wealth Associate to support investment advisors by providing exceptional customer service. Key responsibilities include analyzing client files, managing financial transactions, and ensuring compliance. The ideal candidate has a college diploma, relevant experience in the financial sector, and strong knowledge of Microsoft Office. Offering a hybrid work model, this role provides great benefits like a wellness program, pension plan, and flexible insurance options.

Qualifications

• Completed college and/or university diploma in a related field.
• Two years of relevant experience in the banking, insurance, and/or financial industry.
• Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course.

Responsibilities

• Support investment advisors in providing superior customer service.
• Carry out routine operations related to financial transactions.
• Analyze, open, and update client files.
• Manage agendas and schedule client meetings.
• Ensure adherence to compliance and risk management rules.

Skills

Customer service skills

Knowledge of Microsoft Office

Education

College and/or university diploma in a related field

Job description

Job Overview

A career as a Wealth Associate at National Bank is a role 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.

Key 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
• 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.

Work Flexibility

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, schedule arrangements to help you achieve work/life balance, and flexible leave when it is important to you.

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
• Excellent knowledge of the Microsoft Office suite
• Excellent customer service skills

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
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic

We’re putting people first

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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates!

Additional Languages

English