Wealth Associate (On-Site)

National Bank; Peterborough; Hybrid; CAD 55,000 - 75,000; Full time

Job summary

A financial services institution in Peterborough is seeking a Wealth Associate to support investment advisors and provide exceptional customer service. The role includes managing client files, handling financial transactions, and ensuring compliance with regulations. Ideal candidates should have relevant experience, a related diploma, and strong customer service skills. This position offers a hybrid working model with a variety of employee benefits.

Benefits

Health and wellness programs

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Community involvement opportunities

Telemedicine services

Virtual sleep clinic

Qualifications

• At least two years of relevant experience in banking, insurance, or financial services.
• Completion of Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course.
• Excellent customer service skills.

Responsibilities

• Support investment advisors in delivering superior customer service.
• Perform routine financial transactions and necessary adjustments.
• Analyze, open, and update client files.

Skills

Communication

Critical Thinking

Information Analysis

Multitasking

Organization Skills

Problem Solving

Stress Management

Teamwork

Wealth Management

Client-focused

Detail-oriented

Digital literacy

Initiative

Education

Completed college and/or university diploma in a related field

Tools

Microsoft Office suite

Job description

Attendance On-Site Job number 27752 Category: Professional Status: Permanent Type of Contract: Permanent Schedule: Full-Time Area of interest: Wealth management Location: Peterborough

A career as a Wealth Associate at National Bank offers an opportunity to showcase your ability to work effectively with clients and colleagues. In this role, you will support wealth advisors by providing exceptional customer service, leaving a positive, long-term impact on our clients.

Your responsibilities include:

• Supporting investment advisors in delivering superior customer service and meeting client requests
• Performing routine financial transactions such as purchases and sales of securities, and making necessary transaction adjustments
• Handling deposit, withdrawal, transfer, and currency conversion instructions for investment accounts with diligent follow-up
• Analyzing, opening, and updating client files
• Producing portfolio management reports
• Managing administrative tasks related to client files, including scheduling and preparing for meetings
• Ensuring compliance with risk management and regulatory requirements
• Completing operational tasks as assigned
• Performing other duties as needed

About your team:

National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada, with nearly 1,000 investment advisors managing assets for over 400,000 clients across approximately 100 branches. Reporting to the regional manager, you will collaborate with a wealth advisor to deliver an exceptional client experience, emphasizing teamwork and partnership.

We support your work-life balance through flexible arrangements, including a hybrid work model (remote and in-office), adaptable schedules, and flexible leave options.

Prerequisites:

• Completed college and/or university diploma in a related field
• At least two years of relevant experience in banking (back office), insurance, or financial services
• Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course completion
• Proficiency in Microsoft Office suite
• Excellent customer service skills

INDGP

Languages: English

Skills required:

• Communication, Critical Thinking, Information Analysis, Multitasking, Organization Skills, Problem Solving, Stress Management, Teamwork, Wealth Management, Cybersecurity, Accountability, Client-focused, Detail-oriented, Digital literacy, Initiative

Benefits include:

• Health and wellness programs
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Community involvement opportunities
• Telemedicine services
• Virtual sleep clinic

We foster a positive employee experience with dynamic work environments and cutting-edge collaboration tools. Our inclusive, accessible workplace welcomes all candidates, and accommodations are available upon request.