Wealth Associate: Client-Focused Wealth Support

National Bank of Canada; Drummondville; 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 involvement

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada is seeking a Wealth Associate to support investment advisors and deliver outstanding client service across Canadian wealth management accounts.

You will handle routine transactions, maintain client files, and prepare reports while ensuring compliance and risk controls are followed. The role emphasizes collaboration with advisors and accurate, timely processing of requests.

Qualifications

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

Responsibilities

• Support investment advisors by providing exceptional client service and handling client requests.
• Carry out routine financial operations and transactions including purchases and sales of securities and adjustments.
• Process deposits, withdrawals, transfers, and currency conversions for investment accounts with follow-up.
• Open, analyze, and update client files.
• Produce portfolio management reports.
• Manage schedules, arrange client meetings, and support meetings logistics.
• Ensure adherence to compliance and risk management rules.

Skills

Accountability

Client-focused

Communication

Critical Thinking

Cybersecurity

Digital literacy

Information Analysis

Initiative

Multitasking

Organization Skills

Problem Solving

Resiliency

Wealth Management

Education

College diploma or university degree

CSC (Canadian Securities Course)

Conduct and Practices Handbook Course

CIRE: Canadian Investment Regulatory Exam

Microsoft Office proficiency

Tools

Microsoft Office

Job description

National Bank of Canada is seeking a Wealth Associate to support investment advisors and deliver outstanding client service across Canadian wealth management accounts.

You will handle routine transactions, maintain client files, and prepare reports while ensuring compliance and risk controls are followed. The role emphasizes collaboration with advisors and accurate, timely processing of requests.