Wealth Associate

A career as a Wealth Associate in the Exclusive Remote Advisory Services team at National Bank means supporting our clients in achieving their life goals. In this role, you help National Bank Financial, Wealth Management stand out by providing exceptional customer service to have a long-term positive impact on our clients.

Your job

• Support the team 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

• Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings

• Draft and send client communications

• Ensure adherence to compliance and risk management rules

Your team

In the Exclusive Remote Advisory Services team, you are part of a direct team of eleven colleagues, a large team of some fifty colleagues, and you report to Senior Manager, Exclusive Remote Advisory Service (ERAS). The virtual branch of Exclusive Remote Advisory Services is available to our client Monday to Friday, 9 a.m. to 5 p.m. (ET), and the team is physically in the office three days a week.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.

Prerequisites

• Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) courses

• 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 (asset)

• Excellent knowledge of the Microsoft Office suite

• Excellent customer service skills 
  

Languages: French
Required skills: Accountability, Client-focused, Communication, Critical Thinking, Cybersecurity, Detail-oriented, Digital literacy, Information Analysis, Initiative, Learning Agility, Multitasking, Organization Skills, Problem Solving, Resiliency, Solution implementation, Standards Compliance, Stress Management, Teamwork, Wealth Management

Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!