Wealth Associate

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

Your job:

• • Ensure customer contact with rigor and professionalism. Quickly identify a problem and solve it, or suggest possible solutions
  • Work closely with the advisor, team members, and internal and external partners to provide exemplary and personalized customer service
  • Coordinate the advisor's agenda, make appointments, prepare client meetings and ensure follow-up and/or actions to be taken
  • Assist the advisor in the process of opening an account and updating client files
  • Rigorously carry out day-to-day operations and administrative tasks, while ensuring that regulatory requirements are met
  • Participate in maintaining up-to-date client documentation and annual reports
  • Participate in business development by identifying complementary customer needs. Refer customers to team members or partners to meet their needs
  • Participate in the continuous improvement and development of operational processes
  • All other related tasks related to the advisor's client service, development and practice
  • Ensure compliance and risk management compliance
  • Remain vigilant in terms of cybersecurity in order to prevent the risk of fraud attempts

Your team:

National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

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:

• College diploma in a related field
• At least two years of relevant experience in a related field such as banking operations, customer service, or administration
• Good knowledge of the Microsoft Office suite 
• Organizational and priority management skills 

French