Wealth Management Associate

Banque Nationale du Canada; Quebec; Hybrid; CAD 52,000 - 76,000; 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

Banque Nationale du Canada seeks a Wealth Management Associate in Private Banking 1859 to support advisory teams serving high‑net‑worth clients across Canada. You will handle client files, prepare meetings, and coordinate across departments while monitoring compliance and risk.

You’ll work in a hybrid model with flexible leave and work-life balance, reporting to the Director, Investment Client Services, Private Banking 1859. French language skills are required.

Qualifications

• Completed college diploma and two years of relevant experience.
• Office administration studies an asset.
• CIRE (Canadian Investment Regulatory Exam) within 6 months of joining.

Responsibilities

• Assist advisors with administrative tasks managing client accounts.
• Prepare client meetings and answer questions on products, procedures and policies.
• Open and maintain client files and act as a liaison between departments.
• Support team business development and financial transactions.
• Assist with portfolio analyses and financial planning, stay updated on markets.
• Ensure compliance and risk management rules are followed.

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 diploma

Office administration studies

Job description

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 Director, Investment Client Services , 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 Investment Regulatory Exam within 6 months of joining the firm (CIRE)
• Knowledge of Word and Excel
• Ability to work under pressure
• Autonomy, initiative and discipline

Languages:

French

Skills

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

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 such as:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates!

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates!