Associate
Description
As an Associate in Wealth Management at National Bank of Canada, you will collaborate with clients and colleagues to deliver exceptional customer service and support wealth advisors in their business development. Key tasks include managing client communications, preparing client account activities, processing investment transactions, maintaining client files, scheduling appointments, and ensuring compliance with regulations. This role aims to positively impact client relationships long-term.
What We're Looking For
Ensure effective communication between clients, advisors, and collaborators,Provide superior customer service in person, on the phone, and by email,Analyze client accounts to prepare for business development activities,Diligently carry out transactions related to investment accounts,Open and update client files,Coordinate advisors’ agendas, schedule appointments, and prepare client meetings,Ensure adherence to compliance and risk management rules,College diploma in a related field,At least two years of relevant experience in banking operations, customer service, or administration,Good knowledge of Microsoft Office suite,Organizational and priority management skills,Propensity to provide exceptional customer service,Rigor and ability to work effectively in a team on multiple tasks simultaneously,Excellent command of French and very good proficiency in English
Ideal Candidate
College diploma in a related field,At least two years of relevant experience in banking operations, customer service, or administration
Minimum Education
College Diploma
Hard Skills
Soft Skills
Benefits
About the Company
National Bank of Canada
National Bank of Canada is one of the six systemically important banks in Canada, providing a comprehensive range of financial services to individuals, businesses, and institutional clients. Headquartered in Montreal, it is the leading financial institution in Quebec and holds strong positions across the country and internationally. The bank is committed to a people-first approach, fostering an entrepreneurial culture and sustainable growth for its communities.
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