Wealth Associate
Description
The Wealth Associate at National Bank supports wealth advisors by providing exceptional customer service and managing various financial and administrative tasks to positively impact clients long-term.
What We're Looking For
Support investment advisors in providing superior customer service and meet client requests,Carry out routine financial transactions (e.g., purchases and sales of securities, adjustments),Process deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts with diligent follow-up,Analyze, open, and update client files,Produce portfolio management reports,Manage client file administration, including agendas, scheduling appointments, and preparing client meetings,Ensure adherence to compliance and risk management rules
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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