Wealth Client Services Associate

Banque Nationale du Canada; Drummondville; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Health & wellness

Employee Share Ownership

Employee assistance program

Preferential banking

Community involvement

Sleep clinic

Job summary

National Bank Financial - Wealth Management is seeking a Wealth Associate to support investment advisors and deliver exceptional client service that helps clients achieve their financial goals.

You will handle routine transactions, update client files, coordinate meetings, and ensure compliance. The team collaborates closely to provide a seamless client experience and grow trusted relationships across our branches.

Qualifications

• Completed college and/or university diploma in a related field.
• Two years of relevant banking, insurance, and/or financial industry experience.
• 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 by delivering superior client service and handling client requests.
• Carry out routine financial transactions and adjustments.
• Process deposits, withdrawals, transfers, and currency conversions across accounts.
• Open, update, and analyze client files.
• Manage client meeting schedules and prepare for meetings.
• Ensure compliance with risk management rules.

Skills

Communication

Critical Thinking

Information Analysis

Multitasking

Organization

Problem Solving

Teamwork

Wealth Management

Accountability

Detail-oriented

Digital literacy

Initiative

Education

Completed college/university diploma in a related field

Two years of banking/financial industry experience

CSC (Canadian Securities Course) completed

CIRE (Canadian Investment Regulatory Exam) completed

MS Office proficiency

Job description

National Bank Financial - Wealth Management is seeking a Wealth Associate to support investment advisors and deliver exceptional client service that helps clients achieve their financial goals.

You will handle routine transactions, update client files, coordinate meetings, and ensure compliance. The team collaborates closely to provide a seamless client experience and grow trusted relationships across our branches.