Wealth Management Associate: Hybrid Role for Growth

National Bank of Canada; Quebec; Hybrid; CAD 52.000 - 78.000; Vollzeit

Benefits dieser Stelle

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

Zusammenfassung

National Bank Financial – Wealth Management (NBC WM) is seeking an Associate to join its Wealth Management team. You will support wealth advisors by delivering exceptional client service, preparing for meetings, and processing investment transactions.

In this role you will open and update client files, analyze accounts, and coordinate agendas while ensuring compliance with risk management rules. A hybrid work model and flexible leave accompany the role.

Qualifikationen

• 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.

Aufgaben

• Facilitate effective communication between clients, advisors, and collaborators.
• Provide superior customer service in person, on the phone, and by email.
• Analyze client accounts to prepare activities that support wealth advisors in business development.
• 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.

Kenntnisse

Accountability

Client-focused

Communication

Critical Thinking

Digital literacy

Information Analysis

Multitasking

Organization

Problem Solving

Teamwork

Wealth Management

Ausbildung

College diploma in a related field

Tools

Microsoft Office

Jobbeschreibung

National Bank Financial – Wealth Management (NBC WM) is seeking an Associate to join its Wealth Management team. You will support wealth advisors by delivering exceptional client service, preparing for meetings, and processing investment transactions.

In this role you will open and update client files, analyze accounts, and coordinate agendas while ensuring compliance with risk management rules. A hybrid work model and flexible leave accompany the role.