Wealth Associate: Client Experience & Operations

National Bank of Canada; Montreal (administrative region); 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

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank Financial - Wealth Management in Canada seeks a Wealth Associate to support investment advisors and deliver exceptional client service, helping advisors stand out and strengthen client relationships. You will handle routine transactions, open/update client files, prepare reports, coordinate meetings, and ensure compliance with risk management rules.

A diploma in a related field and CSC/CIRE qualifications are required, with strong Microsoft Office skills and French language

Qualifications

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

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

Multitasking

Organization Skills

Problem Solving

Resiliency

Solution implementation

Standards Compliance

Stress Management

Teamwork

Wealth Management

Education

College diploma or university degree in a related field

CSC (Canadian Securities Course)

CIRE: Canadian Investment Regulatory Exam

Tools

Microsoft Office

Job description

National Bank Financial - Wealth Management in Canada seeks a Wealth Associate to support investment advisors and deliver exceptional client service, helping advisors stand out and strengthen client relationships. You will handle routine transactions, open/update client files, prepare reports, coordinate meetings, and ensure compliance with risk management rules.

A diploma in a related field and CSC/CIRE qualifications are required, with strong Microsoft Office skills and French language