Wealth Management Support Associate

National Bank of Canada; Brossard; Hybrid; CAD 50,000 - 70,000; 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 Financial – Wealth Management is seeking an Associate to support wealth advisors by delivering exceptional client service and coordinating activities across clients and colleagues. The role emphasizes collaboration in a hybrid (remote and in-office) environment with flexible leave to support work-life balance.

You will analyze client accounts, prepare for business development, and process transactions while opening and updating client files.

Qualifications

• College diploma in a related field.
• At least three years 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

Artificial Intelligence

Diversity & Inclusion

Empathy

Initiative

Resiliency

Teamwork

Education

College diploma in a related field

Tools

Microsoft Office

Job description

National Bank Financial – Wealth Management is seeking an Associate to support wealth advisors by delivering exceptional client service and coordinating activities across clients and colleagues. The role emphasizes collaboration in a hybrid (remote and in-office) environment with flexible leave to support work-life balance.

You will analyze client accounts, prepare for business development, and process transactions while opening and updating client files.