Wealth Associate

Overview

A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank offers the opportunity to provide services and advice to a discerning high‑net‑worth clientele, including individuals, corporations and government agencies across Canada, as well as specialised services to select international clients.

Work is flexible, with a hybrid model (remote and office) and arrangements to support work/life balance—including flexible leave.

• Assist advisors or private advisors with the administrative tasks related to managing clients' accounts.
• Provide top‑quality customer service, prepare client meetings, and serve as a resource for questions about products, procedures, and policies.
• Open and keep client files up to date.
• Act as the administrative link between operational departments to execute 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.

The role reports to the Vice‑President, Private Banking 1859, and works closely with sector members.

• 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 the Conduct and Business Practices Handbook Course.
• Knowledge of Word and Excel.
• Ability to work under pressure.
• Autonomy, initiative and discipline.

• 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.

We aim to provide a barrier‑free and accessible setting to all employees.

Join us!