Wealth Operations Associate

Banque Nationale du Canada; London; On-site; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Community involvement

Virtual sleep clinic

Job summary

National Bank Financial - Wealth Management is seeking a Wealth Associate to assist investment advisors, ensuring outstanding client service and accurate processing of transactions. You will handle client file management, scheduling, and meeting preparation while upholding strict compliance and risk controls.

You will join a team that serves a large client base across Canada, collaborating with wealth advisors and other specialists to deliver a superior client experience and sustained client

Qualifications

• Completed college and/or university diploma in a related field.
• Two years of relevant experience in the banking (back office), insurance, and/or financial industry.
• Completion of the CSC and/or Conduct and Practices Handbook Course; Completion of CIRE.

Responsibilities

• Support investment advisors in providing superior customer service and be available to meet client requests.
• Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments).
• Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up.
• Analyze, open, and update client files.
• Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings.
• Ensure adherence to compliance and risk management rules.

Skills

Communication

Critical Thinking

Information Analysis

Multitasking

Organization Skills

Problem Solving

Stress Management

Teamwork

Client-focused

Detail-oriented

Digital literacy

Initiative

Education

CSC (Canadian Securities Course)

CIRE: Canadian Investment Regulatory Exam

Banking/finance related diploma

Tools

Microsoft Office

Job description

National Bank Financial - Wealth Management is seeking a Wealth Associate to assist investment advisors, ensuring outstanding client service and accurate processing of transactions. You will handle client file management, scheduling, and meeting preparation while upholding strict compliance and risk controls.

You will join a team that serves a large client base across Canada, collaborating with wealth advisors and other specialists to deliver a superior client experience and sustained client