Wealth Associate
Description
This role supports wealth advisors by providing exceptional customer service and managing various financial and administrative tasks to ensure a positive, long-term impact on clients.
What We're Looking For
Support investment advisors and meet client requests.,Perform routine financial transactions, including securities purchases, sales, adjustments, deposits, withdrawals, transfers, and currency conversions.,Manage client files by analyzing, opening, and updating them.,Generate portfolio management reports.,Handle administrative tasks such as managing agendas, scheduling appointments, and preparing for client meetings.,Ensure compliance with risk management rules.
Ideal Candidate
Completed college and/or university diploma in a related field.,Two years of relevant experience in banking (back office), insurance, and/or financial industry.,Completion of Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course.,Excellent knowledge of Microsoft Office suite.,Excellent customer service skills.,Trading experience is an asset.
Minimum Education
College or University Diploma
Hard Skills
Soft Skills
Work Hours
Full-Time
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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