Job details

A career as an Associate at National Bank Financial is a job where your ability to work in synergy with clients and your colleagues is highlighted. In this role, you will help a wealth management team stand out by offering smooth and efficient operations to ensure a positive, long-term impact on our clients.

Your job:

• Provide administrative and operational support to ensure effective communication between all stakeholders (customers, advisors, and various collaborators)
• Provide superior customer service in person, on the phone, and by email
• Support the advisory team in account management tasks, progress monitoring and reporting
• Perform deposit, withdrawal, transfer and currency conversion instructions for all investment accounts and ensure diligent follow-up. 
• Analyze client accounts to prepare for activities that support wealth advisors in their business development
• Open and update client files
• Support in coordinating advisors’ agendas, schedule appointments, and prepare clients meetings
• Ensure adherence to compliance and risk management rules

Your team:

National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. Our dynamic work environment and cutting -edge collaboration tools foster a positive employee experience.  We actively listen to employee ideas.  Whether through our surveys or our programs, regular feedback and ongoing communication are encouraged. 

We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

We are a human-sized bank 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 inclusivity is at the heart of our commitments.  We want to an accessible and barrier-free workplace to all employees.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer adaptable work model and work schedule arrangements to help you achieve work/life balance.

Prerequisites:

• College diploma
• At least one year of relevant experience in a related field such as banking operations, customer service, or administration
• Good knowledge of the Microsoft Office suite 
• Organizational and priority management skills