Wealth Management Support Associate

National Bank of Canada; Victoriaville; 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

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, analyzing client accounts, and coordinating meetings with clients and collaborators to help drive business growth and client satisfaction.

This hybrid role offers flexible work arrangements between in-office collaboration and remote work, a supportive team environment, and opportunities to develop skills in banking operations, risk management, and regulatory

Qualifications

• College diploma in a related field is required.
• At least one year of relevant experience in banking operations, customer service, or administration.
• Good knowledge of the Microsoft Office suite and organizational 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.
• Carry out transactions related to investment accounts.
• Open and update client files.
• Coordinate advisors’ agendas and prepare client meetings.
• Ensure adherence to compliance and risk management rules.

Skills

Accountability

Client-focused

Communication

Critical Thinking

Detail-oriented

Multitasking

Organization

Problem Solving

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, analyzing client accounts, and coordinating meetings with clients and collaborators to help drive business growth and client satisfaction.

This hybrid role offers flexible work arrangements between in-office collaboration and remote work, a supportive team environment, and opportunities to develop skills in banking operations, risk management, and regulatory