Wealth Associate

Associate – Wealth Management Team

A career as an Associate in the Wealth Management team at National Bank will give you the opportunity to collaborate with clients and colleagues, providing exceptional customer service that positively impacts long‑term client relationships.

• Ensure effective communication between all parties (clients, advisors, and collaborators).
• Provide superior customer service in person, over the phone, and by email.
• Analyze client accounts to prepare for activities that support wealth advisors in their business development.
• Carry out transactions related to investment accounts with diligence.
• Open and update client files.
• Coordinate advisors’ agendas, schedule appointments, and prepare client meetings.
• Ensure adherence to compliance and risk management rules.

• 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.

• Health and wellness program with multiple options.
• 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.
• Hybrid work model (remote and in‑office).

Our dynamic work environment, cutting‑edge collaboration tools, and a people‑first culture support your well‑being and professional growth.

We welcome all candidates and provide accessibility measures throughout the recruitment process. If you require accommodations, please let us know.