Skip to content

Main menu. Press enter or space keys to expands and escape key to collapse

Wealth Management Associate

Attendance
Hybrid
Job Number
7988
Category
Support
Status: Permanent
Type of Contract
Permanent
Schedule: Temps plein 
Full Time / Part Time?
Temps plein
Posting date
10-Apr-2023
Location: Pointe-Aux-Trembles, Quebec
City
Pointe-Aux-Trembles
Province/State
Quebec
Area of Interest: Wealth management
Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Partner to help us improve customer service practices for Investment Advisors at National Bank Financial.
Your role:
Support Investment Advisors in providing superior customer service and be available to meet client requests in person, over the phone, and via email
Carry out unsolicited transactions, as well as the purchase and sale of securities and transaction adjustments, as applicable
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
Implement efficient work methods for the administration of client files by managing advisors’ agendas, scheduling appointments, and preparing for client meetings
Ensure compliance and risk management rules are respected
In this position, you will help National Bank Financial to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.
National Bank Financial – Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. Reporting to the regional manager, you will work with an investment advisor at a single branch with a client-facing environment. Collaboration and partnership are the keys to success in making a difference every day with our clients.
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.
Languages:
French

Skills

Accountability Authenticity Client-focused Commercial Driving Communication Diversity & Inclusion Driving Results Emotional Intelligence Empathy Initiative Learning Agility Resiliency Teamwork
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.
  • 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
  • Initiatives promoting community involvement
  • Telemedicine service
  • Virtual sleep clinic
These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. 

We're putting people first: 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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.  We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Ready to live your ambitions?

We're putting people first:

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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We want to offer an accessible, barrier-free workplace to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

See more

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

See more

Discover our culture

Duration: 1 min 25 sec
Flexibility
Flexibility
Wellbeing
Wellbeing
Development
Development
Inclusive Environment
Inclusive Environment

Join our talent community

Sign up to get information on what’s new for your career and our events.

Sign up

Access your profile

Complete your profile for a personalized experience and search made easy with job alerts relevant to you.