Wealth Management Associate - Client Impact & Hybrid Work

National Bank of Canada; Trois-Rivières; Hybrid; CAD 55,000 - 75,000; 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 of Canada is seeking an Associate in Wealth Management to work closely with clients and wealth advisors, delivering exceptional service that strengthens long‑term relationships.

You will coordinate accounts, prepare for advisor meetings, open and update client files, and ensure compliance. The role offers a hybrid work model with flexible scheduling to support work‑life balance and career growth.

Qualifications

• 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.

Responsibilities

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

Skills

Organizational skills

Priority management

Microsoft Office

Education

College diploma in a related field

Tools

Microsoft Office Suite

Job description

National Bank of Canada is seeking an Associate in Wealth Management to work closely with clients and wealth advisors, delivering exceptional service that strengthens long‑term relationships.

You will coordinate accounts, prepare for advisor meetings, open and update client files, and ensure compliance. The role offers a hybrid work model with flexible scheduling to support work‑life balance and career growth.