Wealth Client Services Associate

Banque Nationale du Canada; Mississauga; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

National Bank Financial - Wealth Management is seeking a Wealth Associate to support investment advisors and deliver exceptional client service. You will help improve client experiences by coordinating transactions, updating files, and preparing meetings, while ensuring compliance and risk controls.

As part of a close-knit team, you will manage client files, schedule appointments, and communicate with clients, advisors, and partners to align on financial planning and services.

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.
• Strong organizational skills with the ability to manage multiple priority effectively.
• Knowledge of financial planning and insurance.

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.
• Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings.
• Effective communication among clients, advisors, and internal or external collaborators.
• Excellent customer services in person, on the phone, and by email.
• Ensure adherence to compliance and risk management rules.

Skills

Communication

Critical Thinking

Information Analysis

Multitasking

Organization Skills

Problem Solving

Stress Management

Teamwork

Wealth Management

Cybersecurity

Accountability

Client-focused

Detail-oriented

Digital literacy

Initiative

Education

College or university diploma in a related field

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course

CIRE: Canadian Investment Regulatory Exam

Tools

Microsoft Office

Job description

National Bank Financial - Wealth Management is seeking a Wealth Associate to support investment advisors and deliver exceptional client service. You will help improve client experiences by coordinating transactions, updating files, and preparing meetings, while ensuring compliance and risk controls.

As part of a close-knit team, you will manage client files, schedule appointments, and communicate with clients, advisors, and partners to align on financial planning and services.