Wealth Associate

National Bank of Canada; Quebec; On-site; CAD 50,000 - 85,000; 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

Community involvement opportunities

Telemedicine service

Job summary

National Bank of Canada is seeking a Wealth Associate to collaborate with wealth advisors and deliver exceptional service to clients. You will support transactions, maintain client files, and prepare portfolio reports while upholding compliance and risk controls.

The role emphasizes teamwork, proactive client engagement, and adherence to regulatory standards in a dynamic financial environment.

Qualifications

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

Responsibilities

• Support investment advisors in delivering superior client service and meet client requests.
• Carry out routine financial transactions and necessary adjustments.
• Process deposits, withdrawals, transfers, and currency conversions for accounts.
• Open, analyze, and update client files and produce portfolio reports.
• Manage client meeting scheduling and agenda preparation.
• Ensure compliance and risk management rules are followed.

Skills

Accountability

Client-focused

Communication

Critical Thinking

Digital literacy

Information Analysis

Multitasking

Organization

Problem Solving

Teamwork

Learning Agility

Education

College and/or university diploma in a related field

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.

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

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 serviceVirtual 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!