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AssociateNBC • Surrey, British Columbia
Associate
NBC • Surrey, British Columbia
30+ days ago
Job type
- Full-time
- Part-time
- Permanent
Job description
Attendance
On-Site
Job number
27297
Category
Support
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Full Time / Part Time?
Full-Time
Posting date
27-Jun-2025
Location: Surrey, British Columbia
City
Surrey
Province/State
British Columbia
Area(s) of interest: Wealth management
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 :
1. Executive Support
- Manage calendars for Advisors, including scheduling client meetings, internal reviews, and professional commitments
- Prepare and organize meeting materials (agendas, summaries, documents) in collaboration with support staff
- Coordinate travel arrangements, conference bookings, and special events
- Screen and prioritize incoming communications (emails, calls, and messages) for Advisors
2. Client Care & Communications
- Draft professional correspondence and client-facing communications
- Maintain a strong understanding of client preferences, key dates (birthdays, anniversaries), and ongoing service needs
- Assist with follow-ups from client meetings, ensuring timely execution of next steps and documentation
- Help in the production of monthly market outlook videos, including light editing, branding, and formatting for upload.
3. Administrative Operations
- Track deliverables such as financial plans, account documentation, and client reviews
- Liaise with internal departments (compliance, operations, marketing) to coordinate submissions and ensure process adherence
- Maintain and update CRM with accurate notes, deadlines, and meeting records
- Help organize team and client events, managing invitations, logistics, and follow-ups
4. Team Collaboration & Project Support
- Support special projects and business initiatives at the direction of Advisors
- Maintain internal checklists and workflows to ensure consistent service delivery
- Collaborate with other associates and licensed team members to balance workload and provide backup when needed
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
- 2+ years of experience in customer service or administrative roles
- Financial industry experience not required
- Exceptional organizational skills and attention to detail
- Strong verbal and written communication skills
- Proficiency in Microsoft Office Suite
- Ability to handle sensitive information with discretion and professionalism
- Self-starter who can manage multiple tasks with minimal supervision
#INDGP
Languages:
English
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!
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Associate • Surrey, British Columbia
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