Wealth Management Support Specialist

National Bank of Canada; Saguenay; 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

Telemedicine service

Work-life balance initiatives

Job summary

National Bank Financial – Wealth Management is seeking an Associate to support wealth advisors by delivering exceptional client service and coordinating activities that enhance client experiences. You will play a key role in transaction processing, file maintenance, and meeting preparation.

Strong communication, organization, and customer-service skills are essential. The role offers a hybrid work model with flexibility and opportunities to develop within a leading Canadian wealth management

Qualifications

• College diploma in a related field.
• At least one year 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 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 and schedule client meetings.
• Ensure adherence to compliance and risk management rules.

Skills

Client-focused

Communication

Analytical thinking

Problem solving

Cybersecurity awareness

Digital literacy

Learning agility

Teamwork

Organization skills

Education

College diploma

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 that enhance client experiences. You will play a key role in transaction processing, file maintenance, and meeting preparation.

Strong communication, organization, and customer-service skills are essential. The role offers a hybrid work model with flexibility and opportunities to develop within a leading Canadian wealth management