Wealth Operations & Client Services Associate

National Bank of Canada; Sherbrooke; On-site; CAD 65,000 - 90,000; 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 in Canada seeks a Wealth Associate to support investment advisors, handle routine financial operations, and manage client files while upholding strict compliance and risk controls. The role emphasizes client service, data handling, and portfolio reporting within a collaborative team.

The team is part of National Bank Financial - Wealth Management, one of Canada's leading brokerage firms, offering extensive resources and a strong client-centric culture.

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 Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course.
• Completion of CIRE: Canadian Investment Regulatory Exam.
• Excellent knowledge of the Microsoft Office suite.
• Excellent customer service skills.

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.
• Produce portfolio management reports.
• 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

Accountability

Client-focused

Communication

Critical Thinking

Cybersecurity

Detail-oriented

Digital literacy

Information Analysis

Initiative

Learning Agility

Multitasking

Organization Skills

Problem Solving

Resiliency

Solution implementation

Standards Compliance

Stress Management

Teamwork

Wealth Management

Education

College/University diploma in a related field

Tools

Microsoft Office

Job description

National Bank Financial - Wealth Management in Canada seeks a Wealth Associate to support investment advisors, handle routine financial operations, and manage client files while upholding strict compliance and risk controls. The role emphasizes client service, data handling, and portfolio reporting within a collaborative team.

The team is part of National Bank Financial - Wealth Management, one of Canada's leading brokerage firms, offering extensive resources and a strong client-centric culture.