Wealth Associate
Description
This role supports investment advisors at National Bank Financial – Wealth Management by providing exceptional customer service and administrative assistance. Responsibilities include handling financial transactions, managing client files, producing reports, and ensuring compliance, all aimed at fostering positive, long-term client relationships.
What We're Looking For
Support investment advisors in delivering superior customer service and responding to client requests.
Execute routine financial transactions such as securities purchases, sales, and adjustments.
Process deposit, withdrawal, transfer, and currency conversion instructions for investment accounts with diligent follow-up.
Analyze, open, and maintain client files.
Generate portfolio management reports.
Handle administrative aspects of client files, including agenda management, appointment scheduling, and meeting preparation.
Ensure 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.
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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