Wealth Management Associate - Hybrid & Client Impact

National Bank of Canada; Laval (administrative region); Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Health & wellness program

Group insurance

Pension plan

Employee share ownership

Employee assistance

Preferential banking services

Community involvement

Telemedicine

Virtual sleep clinic

Job summary

National Bank of Canada is seeking an Associate for its Wealth Management team. You will support wealth advisors by delivering exceptional client service and coordinating client accounts, meetings, and compliance tasks. This role emphasizes collaboration with advisors and internal teams.

You will contribute to a positive client experience, maintain accurate files, and participate in business development activities while working in a hybrid model that balances office and remote work.

Qualifications

• College diploma in a related field.
• At least one year of relevant experience in a related field such as banking operations, customer service, or administration.
• Good knowledge of the Microsoft Office suite.
• Organizational and priority management skills.

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

Accountability

Client-focused

Communication

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 suite

Job description

National Bank of Canada is seeking an Associate for its Wealth Management team. You will support wealth advisors by delivering exceptional client service and coordinating client accounts, meetings, and compliance tasks. This role emphasizes collaboration with advisors and internal teams.

You will contribute to a positive client experience, maintain accurate files, and participate in business development activities while working in a hybrid model that balances office and remote work.