Wealth Associate
Description
The Wealth Associate supports investment advisors by providing superior customer service, managing financial transactions, handling client files, generating portfolio reports, and ensuring administrative and compliance tasks are completed. This role focuses on delivering an exceptional client experience and fostering long-term relationships.
What We're Looking For
Support investment advisors in delivering superior customer service and addressing client requests.,Perform routine financial transactions, including purchases, sales of securities, and necessary adjustments.,Execute instructions for deposits, withdrawals, transfers, and currency conversions for investment accounts, ensuring diligent follow-up.,Analyze, open, and update client files.,Produce portfolio management reports.,Manage client file administration, including scheduling appointments and preparing for client meetings.,Ensure strict adherence to compliance and risk management regulations.
Ideal Candidate
Completed college and/or university diploma in a related field.,Two years of relevant experience in the banking (back office), insurance, and/or financial industry.,Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course.,Excellent knowledge of the Microsoft Office suite.,Excellent customer service skills.
Minimum Education
College and/or University 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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