Wealth Associate
Description
The Wealth Associate at National Bank supports wealth advisors by providing exceptional customer service and working collaboratively with clients and colleagues, specifically within the Equipe Benoit Leclerc. This role involves administrative management of client files, processing financial transactions, and ensuring adherence to compliance and risk management rules.
What We're Looking For
Support investment advisors in providing superior customer service and be available to meet client requests,Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments),Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up,Analyze, open, and update client files,Produce portfolio management reports,Carry out the administrative management of client files by managing 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,The Canadian Investment Regulatory Exam (CIRE)
Minimum Education
College and/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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