Job Description & How to Apply Below
Location: Kirkland
Overview A career as a Wealth Associate at National Bank is an opportunity to showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors stand out by offering exceptional customer service that has a positive, long‑term impact on our clients.
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
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
Excellent knowledge of the Microsoft Office suite
Excellent customer service skills
Skills Communication
Critical Thinking
Information Analysis
Multitasking
Organization Skills
Problem Solving
Stress Management
Teamwork
Wealth Management
Cybersecurity
Accountability
Client-focused
Detail-oriented
Digital literacy
Initiative
Benefits Competitive compensation
Health and wellness program, including many 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
Flexible work model (remote and in‑office) and flexible leave options
Location:
Kirkland
Languages:
French
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Position Requirements
10+ Years
work experience
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