Talent.com
Wealth Associate (Hybrid)
Wealth Associate (Hybrid)National Bank • Laval, Quebec
Wealth Associate (Hybrid)

Wealth Associate (Hybrid)

National Bank • Laval, Quebec
30+ days ago
Job type
  • Full-time
  • Part-time
  • Permanent
Job description

Attendance

Hybrid

Job number

30621

Category

Support

Status : Permanent

Type of Contract

Permanent

Schedule : Full-Time

Full Time / Part Time?

Full-Time

Posting date

26-Jan-2026

Area(s) of interest : Wealth management

Location(s) : Laval

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

Your job :

  • Ensure effective communication between all parties (clients, advisors, and various collaborators)
  • Provide superior customer service in person, on the phone, and by email
  • Analyze client accounts to prepare for activities that support wealth advisors in their business development
  • Diligently carry out transactions related to investment accounts
  • Open and update client files
  • Coordinate 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. 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 want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work / life balance, and flexible leave that you can take when it's important to you.

Prerequisites :

  • College diploma in a related field
  • 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
  • #INDGP

    Languages : French

    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
  • Opportunities to get involved in community initiatives
  • 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 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!

    Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal

    Create a job alert for this search

    Wealth Associate Hybrid • Laval, Quebec

    Similar jobs
    Fundraising Manager

    Fundraising Manager

    SeekersGuidance - The Global Islamic Academy • saint-esprit, qc, ca
    Full-time
    SeekersGuidance is looking for experienced remote fundraisers to actively raise funds for our global mission.This role is for people who know how to. You will focus entirely on fundraising through r...Show more
    Last updated: 20 days ago • Promoted
    Feasibility Analytics Lead - ICON Strategic Solutions

    Feasibility Analytics Lead - ICON Strategic Solutions

    ICON Strategic Solutions • saint-esprit, qc, ca
    Full-time
    ICON Strategic Solutions is currently hiring for a Feasibility Analytics Lead role with one of our larger sponsor dedicated programs. This role will be responsible for providing the study team with ...Show more
    Last updated: 2 days ago • Promoted
    TCS BaNCS SME - Asset Servicing - LW Consulting

    TCS BaNCS SME - Asset Servicing - LW Consulting

    LW Consulting • saint-esprit, qc, ca
    Temporary
    We are looking for a SME to assist with a Canadian bank with their TCS BaNCS implementation.The candidate will have had successful implementation experience paired with strong business operations k...Show more
    Last updated: 12 days ago • Promoted
    Kronos Consultant - Envision Technology Solutions

    Kronos Consultant - Envision Technology Solutions

    Envision Technology Solutions • saint-esprit, qc, ca
    Full-time
    Role Descriptions : At least 5 years of experience in design| implementation and configuring Kronos Workforce Central (WFC) application. Experience in Kronos WFC version 8.Workforce Timekeeper| Workf...Show more
    Last updated: 2 days ago • Promoted
    Kronos Consultant

    Kronos Consultant

    Pacer Group • saint-esprit, qc, ca
    Full-time
    Kronos Workforce Central (WFC) application.Workforce Timekeeper, Workforce Accruals and Workforce Attendance modules.Experience with Workforce Integration Manager (WIM), configuring Kronos Clocks u...Show more
    Last updated: 1 day ago • Promoted
    Construction Associate / Counsel Role - ZSA Canada

    Construction Associate / Counsel Role - ZSA Canada

    ZSA Canada • saint-esprit, qc, ca
    Full-time
    Remote (anywhere in Canada)| 2+ years.Are you looking to be part of an all-star group at a boutique firm that offers ABOVE Bay Street compensation? Our client is looking for a Construction Litigati...Show more
    Last updated: 29 days ago • Promoted
    Associate Project Manager - Digital Banking - VeriPark

    Associate Project Manager - Digital Banking - VeriPark

    VeriPark • saint-esprit, qc, ca
    Full-time
    We enable financial institutions to become digital leaders.As a professional team of global scale, we work with the best clients for great and exciting projects, in an environment where we learn am...Show more
    Last updated: 2 days ago • Promoted
    Associate Project Manager - Digital Banking

    Associate Project Manager - Digital Banking

    VeriPark • saint-esprit, qc, ca
    Full-time
    We enable financial institutions to become digital leaders.As a professional team of global scale, we work with the best clients for great and exciting projects, in an environment where we learn am...Show more
    Last updated: 2 days ago • Promoted
    Feasibility Analytics Lead - saint-esprit

    Feasibility Analytics Lead - saint-esprit

    ICON Strategic Solutions • saint-esprit, qc, ca
    Full-time
    ICON Strategic Solutions is currently hiring for a Feasibility Analytics Lead role with one of our larger sponsor dedicated programs. This role will be responsible for providing the study team with ...Show more
    Last updated: 2 days ago • Promoted
    Delivery Driver - Flexible Onboarding

    Delivery Driver - Flexible Onboarding

    DoorDash • SAINTE-MELANIE, Quebec, CA
    Full-time
    Available in over 100 cities in Canada, DoorDash connects local businesses and local drivers (called Dashers) with opportunities to earn, work, and live. All you need is a mode of transportation (bi...Show more
    Last updated: 2 hours ago • Promoted • New!
    Bilingual New Business Specialist

    Bilingual New Business Specialist

    Empire Life • saint-esprit, QC, ca
    Full-time +2
    Bilingual New Business Specialist Location : Remote - Anywhere in Canada Th...Show more
    Last updated: 7 days ago • Promoted
    Senior Retention Strategist

    Senior Retention Strategist

    Lilo Social • saint-esprit, QC, ca
    Full-time
    About Lilo Social Lilo Social is a full-funnel eCommerce growth agency specializing in acquisition and retention for direct-to-consumer bran...Show more
    Last updated: 5 days ago • Promoted
    Virtual Engagement Associate

    Virtual Engagement Associate

    Inizio Engage • Montreal, QC, Canada
    Remote
    Full-time
    Virtual Engagement Associate (Service Representative).Inizio Engage is seeking an energetic, patient-focused professional to join our team as a Virtual Engagement Associate (VEA).In this role, you ...Show more
    Last updated: 24 days ago • Promoted
    Workday Time and Absence Senior Associate (Certified)

    Workday Time and Absence Senior Associate (Certified)

    Focus on WD • saint-esprit, QC, ca
    Full-time
    A leading Workday consulting partner is hiring a Workday Time and Absence Senior Associate to join a high growth delivery team. This is a client facing role with clear progression, strong support fr...Show more
    Last updated: 19 days ago • Promoted
    Human Resources Associate

    Human Resources Associate

    Groundswell, USA • saint-esprit, QC, ca
    Full-time
    ABOUT THE POSITION This is an exciting opportunity for an early-career professional passionate about enacting meaningful, community-level change at th...Show more
    Last updated: 30+ days ago • Promoted
    Business Development Specialist

    Business Development Specialist

    EasyHR Group • saint-esprit, QC, ca
    Full-time
    Our client in the non-profit sector is seeking a purpose-driven, highly relational Business Development Specialist to engage responsible businesses and support long-term particip...Show more
    Last updated: 7 days ago • Promoted
    Associate director, M&A (Global role – in a virtual working environment) - Grant Thornton International Ltd

    Associate director, M&A (Global role – in a virtual working environment) - Grant Thornton International Ltd

    Grant Thornton International Ltd • mercier, qc, ca
    Full-time
    Grant Thornton is one of the world’s leading professional services networks with member firms in 150 markets, 80,000 people and global revenues of $8. Member firms offer audit, tax, and advisory ser...Show more
    Last updated: 16 days ago • Promoted
    Business Development Specialist - EasyHR Group

    Business Development Specialist - EasyHR Group

    EasyHR Group • saint-esprit, qc, ca
    Full-time
    Our client in the non-profit sector is seeking a purpose-driven, highly relational.Business Development Specialist.In this role, you lead outreach and engagement efforts with businesses across mult...Show more
    Last updated: 8 days ago • Promoted