Wealth Management Associate

National Bank of Canada; Gatineau; Hybrid; CAD 85,000 - 95,000; Full time

Job summary

Join a dynamic team as a Wealth Management Associate at the National Bank of Canada in Gatineau. This role involves offering exceptional financial services to high-net-worth clients, assisting in portfolio analyses and upholding compliance standards. With a supportive environment and hybrid work model, you will enhance your career in a leading financial institution.

Benefits

Health and wellness program

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities to get involved in community initiatives

Virtual sleep clinic

Qualifications

• Completed college diploma and two years of relevant experience required.
• Successful completion of the Canadian Securities Course (CSC) and Conduct and Business Practices Handbook Course is essential.
• Office administration background is a plus.

Responsibilities

• Assist advisors with administrative tasks related to managing clients' accounts.
• Offer top-quality customer service, prepare client meetings, and act as a resource person.
• Carry out various administrative tasks related to business development.

Skills

Customer Service

Autonomy

Initiative

Discipline

Ability to work under pressure

Education

Completed college diploma

Office administration studies

Canadian Securities Course (CSC)

Tools

Word

Excel

Job description

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A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select group of international clients.

Your role :

• Assist advisors or private advisors with the administrative tasks related to managing clients' accounts
• Offer top-quality customer service, prepare client meetings, and act as a resource person for questions related to products, procedures, and policies.
• Open and keep client files up to date
• Be the administrative link between the different operational departments to effectively perform required activities
• Carry out a variety of administrative tasks related to the team’s business development and financial transactions
• Help prepare portfolio analyses and / or financial planning
• Keep up to date on financial markets
• Ensure adherence to compliance and risk management rules

Your team :

To serve distinctive clients in a market with strong potential, you’ll be part of a passionate team that is committed to going the extra mile. You will work closely with sector members and report to the Vice-President, Private Banking 1859.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work / life balance, and flexible leave that you can take when it's important to you.

Prerequisites :

• Completed college diploma and two years of relevant experience
• Office administration studies, an asset
• Successful completion of the Canadian Securities Course (CSC) and Conduct and Business Practices Handbook Course
• Knowledge of Word and Excel
• Ability to work under pressure
• Autonomy, initiative and discipline

A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select group of international clients.

Your role :

• Assist advisors or private advisors with the administrative tasks related to managing clients' accounts
• Offer top-quality customer service, prepare client meetings, and act as a resource person for questions related to products, procedures, and policies.
• Open and keep client files up to date
• Be the administrative link between the different operational departments to effectively perform required activities
• Carry out a variety of administrative tasks related to the team’s business development and financial transactions
• Help prepare portfolio analyses and / or financial planning
• Keep up to date on financial markets
• Ensure adherence to compliance and risk management rules

Your team :

To serve distinctive clients in a market with strong potential, you’ll be part of a passionate team that is committed to going the extra mile. You will work closely with sector members and report to the Vice-President, Private Banking 1859.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work / life balance, and flexible leave that you can take when it's important to you.

Prerequisites :

• Completed college diploma and two years of relevant experience
• Office administration studies, an asset
• Successful completion of the Canadian Securities Course (CSC) and Conduct and Business Practices Handbook Course
• Knowledge of Word and Excel
• Ability to work under pressure
• Autonomy, initiative and discipline

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us,and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Banking

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