Operations Agent and Associate

Working as an Operations Agent & Associate at National Bank Financial, you will capitalize on your ability to work in synergy with clients and your colleagues. In this role, you will support members of your team by carrying out administrative tasks in accordance with Bank policies, standards, and procedures.

• Warmly welcome clients to the branch and direct them to the right resource
• Analyze client accounts to prepare for activities that support investment advisors in their business development
• Open and update client files
• Coordinate advisor agendas, schedule appointments, and prepare client meetings
• Ensure adherence to compliance and risk management rules
• Provide top-quality customer service in person, on the phone, and via email
• Help coordinate events and conferences with internal/external partners
• Carry out various daily administrative activities (e.g., mail, distribute and file documents, order supplies)
• Keep the branch tidy and organized

National Bank Financial – Wealth Management is the fifth largest 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. You will report to the Branch Administrator and work closely with a team of investment advisors.

• Experience working in financial services, an asset
• Practical knowledge required of Excel, Word, and Outlook
• Ability to adapt to change and work under pressure
• Organizational and priority management skills
• Critical thinking and strong problem-solving skillset

• 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 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. We welcome all candidates!