Wealth Associate

Your job

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.

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.

• Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course
• 3 years of relevant experience in the banking (“back office”), insurance, and/or financial industry
• Completed college and/or university diploma in a related field
• Excellent knowledge of the Microsoft Office suite
• Excellent customer service skills

• 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
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

Additional required languages:
French