Wealth associate

A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select group of international clients.

Your role

Assist advisors or private advisors with the administrative tasks related to managing clients' accounts

Offer top-quality customer service, prepare client meetings, and act as a resource person for questions related to products, procedures, and policies.

Open and keep client files up to date

Be the administrative link between the different operational departments to effectively perform 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

Your team
To serve distinctive clients in a market with strong potential, you’ll be part of a passionate team that is committed to going the extra mile. You will work closely with sector members and report to the Vice-President, Private Banking 1859.

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

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 Conduct and Business Practices Handbook Course

Knowledge of Word and Excel

Ability to work under pressure

Autonomy, initiative and discipline

Your benefits

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 have an offer that keeps up with trends as well as your needs and those of your family.

We welcome all candidates. We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. Join us!

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