Associate

A career as an Associate in the Wealth Management team at National Bank offers you the opportunity to demonstrate your ability to work synergistically with clients and colleagues. In this role, you will help wealth advisors stand out by providing exceptional customer service that positively impacts our clients over the long term.

Responsibilities

• Ensure effective communication between all parties (clients, advisors, and collaborators)
• Provide superior customer service in person, by phone, and by email
• Analyze client accounts to prepare for activities that support wealth advisors in their business development
• Carry out transactions related to investment accounts
• Open and update client files
• Coordinate advisors’ agendas, schedule appointments, and prepare clients for 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. We employ close to 1,000 investment advisors who manage the assets of more than 400,000 clients across roughly 100 branches. Reporting to the regional manager, you will work with a wealth advisor to provide an exceptional client experience. Collaboration and partnership will be key to your success.

We prioritize your quality of life by offering maximum flexibility: a hybrid (remote and office) work model, work‑schedule arrangements for work‑life balance, and flexible leave when important to you.

Prerequisites

• College diploma in a related field
• At least one year of relevant experience in banking operations, customer service, or administration
• Good knowledge of Microsoft Office suite
• Strong organizational and prioritization skills

Language Requirements

Additional required languages: English

Benefits

• Health and wellness program, including many options
• Group insurance
• Generous pension plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic

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