Wealth Associate

National Bank of Canada; Sherbrooke; Hybrid; CAD 65,000 - 95,000; 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 is seeking a Wealth Management Associate for Private Banking 1859. You will support advisors, manage client files, and coordinate between departments to facilitate financial transactions.

You will assist with portfolio analyses and financial planning, staying current with market trends while upholding compliance and risk standards. This role emphasizes client-focused service in a hybrid work environment.

Qualifications

• Completed college diploma and two years of relevant experience.
• Office administration studies are an asset.
• Customer service experience is required.
• Successful completion of the CSC and Conduct and Business Practices Handbook Course.
• Knowledge of Word and Excel.
• Ability to work under pressure.
• Autonomy, initiative and discipline.

Responsibilities

• Assist advisors or private advisors with administrative tasks relating to managing clients' accounts.
• Offer top-quality customer service, prepare client meetings, and be a resource on products, procedures, and policies.
• Open and keep client files up to date.
• Serve as the administrative link between operational departments to perform activities.
• Carry out a variety of administrative tasks related to the team’s business development and financial transactions.
• Help prepare portfolio analyses and/or financial planning.
• Keep up to date on financial markets.
• Ensure adherence to compliance and risk management rules.

Skills

Customer service

Autonomy

Initiative

Discipline

Teamwork

Problem solving

Attention to detail

Education

College diploma

Office administration studies

Canadian Securities Course (CSC)

Conduct and Business Practices Handbook Course

Tools

Word

Excel

Job description

A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select group of international clients.

Your role

• Assist advisors or private advisors with the administrative tasks related to managing clients' accounts
• Offer top-quality customer service, prepare client meetings, and act as a resource person for questions related to products, procedures, and policies.
• Open and keep client files up to date
• Be the administrative link between the different operational departments to effectively perform required activities
• Carry out a variety of administrative tasks related to the team’s business development and financial transactions
• Help prepare portfolio analyses and/or financial planning
• Keep up to date on financial markets
• Ensure adherence to compliance and risk management rules

Your team

To serve distinctive clients in a market with strong potential, you’ll be part of a passionate team that is committed to going the extra mile. You will work closely with sector members and report to the Vice-President, Private Banking 1859.

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, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites

• Completed college diploma and two years of relevant experience
• Office administration studies, an asset
• Customer service experience
• Successful completion of the Canadian Securities Course (CSC) and Conduct and Business Practices Handbook Course
• Knowledge of Word and Excel
• Ability to work under pressure
• Autonomy, initiative and discipline

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!