Wealth Associate

National Bank of Canada; Vancouver; 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

Opportunities for community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

A leading financial institution is seeking a Wealth Associate to support investment advisors by providing exceptional customer service and handling financial transactions. The role offers a hybrid work environment and involves managing client files, producing reports, and ensuring compliance. Candidates should have a relevant diploma, two years of experience, and fluency in Cantonese, Mandarin, and English. This position includes a comprehensive benefits package promoting work/life balance and wellness.

Qualifications

• 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.
• Excellent knowledge of the Microsoft Office suite.

Responsibilities

• Support investment advisors in providing superior customer service.
• Carry out routine operations related to financial transactions.
• Execute deposit, withdrawal, transfer, and currency conversion instructions.
• Analyze, open, and update client files.
• Produce portfolio management reports.
• Manage client file administration.

Skills

Customer service skills

Fluent in spoken Cantonese

Fluent in spoken Mandarin

Fluent in written Chinese

Knowledge of Microsoft Office Suite

Education

College and/or university diploma in a related field

Completion of Canadian Securities Course (CSC)

Job description

Overview

A career as a Wealth Associate at National Bank allows you to showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors stand out by offering exceptional customer service that positively impacts our clients for the long term.

We offer a hybrid (remote and in‑office) work model, flexible schedule arrangements, and flexible leave to support your work/life balance.

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).
• Execute 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.
• Manage client file administration—including agendas, scheduling appointments, and preparing for 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 managing the assets of over 400,000 clients across about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to deliver an exceptional client experience.

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.
• Fluent in spoken Cantonese, Mandarin, and English and written Chinese.

Benefits

• Health and wellness program.
• 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.