Wealth Associate
Description
This role at National Bank involves supporting investment advisors to provide exceptional customer service to clients. The associate will handle various financial transactions, manage client files, produce reports, and ensure compliance, contributing to positive long-term client relationships.
What We're Looking For
Support investment advisors in delivering superior customer service and addressing client requests.
Perform routine financial operations, including securities purchases, sales, and transaction adjustments.
Execute deposit, withdrawal, transfer, and currency conversion instructions for investment accounts, ensuring diligent follow-up.
Analyze, open, and maintain client files.
Generate portfolio management reports.
Manage client file administration, including scheduling appointments and preparing for client meetings.
Ensure strict 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.
Minimum Education
College Diploma or University Degree
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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