Wealth Management Assistant — Hybrid, Client-Focused Support

National Bank of Canada; Trois-Rivières; Hybrid; CAD 36,000 - 48,000; 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 is seeking an assistant to support wealth advisors and deliver exceptional client service. You will work in synergy with clients and colleagues to help advisors stand out and positively impact clients over the long term.

Responsibilities include preparing for activities, analyzing accounts, handling transactions, and maintaining files, while ensuring compliance and risk management. A hybrid work model is offered for work-life balance.

Qualifications

• Prerequisites include a college diploma in a related field.
• At least one year of relevant experience in banking operations, customer service, or administration.
• Good knowledge of the Microsoft Office suite.
• Organizational and priority management skills.
• Investment Representative License an asset (ERCI).

Responsibilities

• Ensure effective communication between clients, advisors, and collaborators.
• Provide superior customer service in person, on the phone, and by email.
• Analyze client accounts to support wealth advisors in business development.
• Diligently carry out transactions related to investment accounts.
• Open and update client files.
• Coordinate advisors’ agendas, schedule appointments, and prepare client meetings.
• Ensure adherence to compliance and risk management rules.

Skills

Communication

Client-focused

Accountability

Critical Thinking

Cybersecurity

Detail-oriented

Digital literacy

Information Analysis

Initiative

Learning Agility

Multitasking

Organization Skills

Problem Solving

Resiliency

Solution implementation

Standards Compliance

Stress Management

Teamwork

Wealth Management

Education

College diploma in a related field

Tools

Microsoft Office

Job description

National Bank Financial – Wealth Management is seeking an assistant to support wealth advisors and deliver exceptional client service. You will work in synergy with clients and colleagues to help advisors stand out and positively impact clients over the long term.

Responsibilities include preparing for activities, analyzing accounts, handling transactions, and maintaining files, while ensuring compliance and risk management. A hybrid work model is offered for work-life balance.