National Bank of Canada

Offers personal and commercial banking services

Wealth Management Associate

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeCanadaNo salary listedHybrid

About the Job

Requirements

A completed college diploma and two years of relevant experience are required.
Studies in office administration are an asset.
Customer service experience is required.
Successful completion of the Canadian Securities Course and the Conduct and Business Practices Handbook Course is required.
Knowledge of Word and Excel is required.
Ability to work under pressure is required.
Autonomy, initiative, and discipline are required.

Responsibilities

Assist advisors or private advisors with administrative tasks related to managing clients' accounts.
Offer quality customer service, prepare client meetings, and serve as a resource for questions related to products, procedures, and policies.
Open client files and keep them up to date.
Act as the administrative link between operational departments to perform required activities effectively.
Carry out administrative tasks related to the team's business development and financial transactions.
Help prepare portfolio analyses and/or financial planning.
Keep up to date on financial markets.
Ensure adherence to compliance and risk management rules.

Desired Qualifications

Office administration studies are an asset.

A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select group of international clients.

Your role:

Assist advisors or private advisors with the administrative tasks related to managing clients' accounts
Offer top-quality customer service, prepare client meetings, and act as a resource person for questions related to products, procedures, and policies.
Open and keep client files up to date
Be the administrative link between the different operational departments to effectively perform required activities
Carry out a variety of administrative tasks related to the team’s business development and financial transactions
Help prepare portfolio analyses and/or financial planning
Keep up to date on financial markets
Ensure adherence to compliance and risk management rules

Your team:

To serve distinctive clients in a market with strong potential, you’ll be part of a passionate team that is committed to going the extra mile. You will work closely with sector members and report to the Vice-President, Private Banking 1859.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

Completed college diploma and two years of relevant experience
Office administration studies, an asset
Customer service experience
Successful completion of the Canadian Securities Course (CSC) and Conduct and Business Practices Handbook Course
Knowledge of Word and Excel
Ability to work under pressure
Autonomy, initiative and discipline

Languages:

French

About the Company

National Bank of Canada

Offers personal and commercial banking services

NBC provides personal and commercial banking, wealth management, and financial planning to individuals, SMEs, and large institutions. Its products operate through deposits, loans, mortgages, and investment services delivered via branches, digital platforms, and advisory teams to support client needs. It differentiates itself with a strong presence in Quebec, a customer-centric, human-focused approach, and a focus on long-term relationships rather than generic offerings. The goal is to help clients achieve financial well-being while expanding NBC’s footprint and positive impact in the communities it serves.

Company size: Not listed
Company stage: IPO
Headquarters: Québec City, Canada
Founded: 1859

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