Wealth Management Coordinator

Banque Nationale du Canada; Sherbrooke; On-site; CAD 45,000 - 65,000; 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’s Wealth Management Associate role supports wealth advisors by delivering top-tier client service and detailed account analysis. You’ll work with clients in person, by phone, and via email, helping prepare for business development and ensuring timely transactions and file updates.

The position offers a hybrid work model, collaboration across teams, and a focus on compliance and risk management to protect client and firm interests.

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 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

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 in a related field

Tools

Microsoft Office

Job description

Banque Nationale du Canada’s Wealth Management Associate role supports wealth advisors by delivering top-tier client service and detailed account analysis. You’ll work with clients in person, by phone, and via email, helping prepare for business development and ensuring timely transactions and file updates.

The position offers a hybrid work model, collaboration across teams, and a focus on compliance and risk management to protect client and firm interests.