Wealth Associate: Client-Centric Wealth Support

National Bank of Canada; Quebec; On-site; CAD 55,000 - 75,000; 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 initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank Wealth Management is seeking a Wealth Associate to support investment advisors and deliver exceptional client service in Canada. You will handle routine financial operations, update client files, and prepare reports while ensuring compliance and risk controls.

The role requires a college/university diploma and CSC/CIRE qualifications, with strong MS Office skills and a client-focused mindset. A collaborative, ethical, and proactive approach is essential in this client-centric team.

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.
• 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.

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.
• 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.

Skills

Accountability

Client-focused

Communication

Critical Thinking

Cybersecurity

Detail-oriented

Digital literacy

Information Analysis

Initiative

Learning Agility

Multitasking

Organization Skills

Problem Solving

Resiliency

Standards Compliance

Stress Management

Teamwork

Wealth Management

Education

College diploma

University degree in related field

Tools

Microsoft Office

Job description

National Bank Wealth Management is seeking a Wealth Associate to support investment advisors and deliver exceptional client service in Canada. You will handle routine financial operations, update client files, and prepare reports while ensuring compliance and risk controls.

The role requires a college/university diploma and CSC/CIRE qualifications, with strong MS Office skills and a client-focused mindset. A collaborative, ethical, and proactive approach is essential in this client-centric team.