Talent.com
National Bank
Wealth AssociateNational Bank • Montréal North, CA
Wealth Associate

Wealth Associate

National Bank • Montréal North, CA
6 days ago
Job type
  • Full-time
Job description
A career as a Wealth Associate at National Bank is a job where you can showcase 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: Support investment advisors in providing superior customer service and be available to meet client requests Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments) 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 Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client 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. Prerequisites: Completed college and/or university diploma in a related field Two years of relevant experience in the banking ("back office"), insurance, and/or financial industry Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course Completion of CIRE: Canadian Investment Regulatory Exam Excellent knowledge of the Microsoft Office suite Excellent customer service skills INDGP 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 such as: * 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 * Involvement in community initiatives * Telemedicine service * Virtual sleep clinic 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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged. Making a bold move in a people-first environment 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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees. We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team? Join us!
Create a job alert for this search

Wealth Associate • Montréal North, CA

Similar jobs

Wealth Associate (Hybrid)

National BankMontreal, Quebec
Full-time +2

A career as an Associate in the Family Wealth Management Schulman Group at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues.In this r... Show more

 • Promoted

ScotiaMcLeod Investment Associate - Montreal, QC

Scotia Wealth ManagementMontreal
Full-time

As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business... Show more

 • Promoted

Associate, Private Wealth

TAL Life LTDMontreal
Full-time

Under the supervision of the Senior Investment Counsellor, the Associate is primarily responsible for providing a very high quality, personalized service to our private wealth clients and supportin... Show more

 • Promoted

Associate, Canada Growth Fund Investment Management

PSP Investments | Investissements PSPMontreal
Full-time

We’re one of Canada’s largest pension investors, with CAD$299.We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Res... Show more

 • Promoted

Finance Associate Project Finance

RESmontreal (administrative region), qc, Canada
Full-time

The Financial Associate, Project Finance, conducts financial analysis to evaluate, structure, and finance the Company’s utility-scale wind, solar, and other renewable energy projects across Canada.... Show more

 • Promoted

Associate Investment Advisor

Groom & Associés / AssociatesDorval, QC, CA
Full-time

Titre: Associé Conseiller en Investissement.Grande opportunité de rejoindre l'une des équipes d'investissement à la croissance la plus rapide au Canada ! Opportunité d'acquérir un portefeuille d'af... Show more

 • Promoted

Bilingual Associate Needed at RBC

RBCMontreal (administrative region), QC, CA
Full-time

Become a Bilingual Associate at RBC in Montréal, providing dedicated client support and enhancing Financial Planning efficiency.Your expertise will drive a superior client experience.As a Bilingual... Show more

 • Promoted

Private Client Tax Associate – Wealth & Estate Planning

ROSSMontreal (administrative region), QC, CA
Full-time

A leading professional services firm in Canada is seeking an Associate for their Wealth Management/Private Client Advisors team.The role involves consulting on taxation, delivering integrated solut... Show more

 • Promoted

Sustainable Finance Research Associate — Remote

Canadian Climate Institute / Institut climatique du CanadaMontreal (administrative region), QC, CA
Remote
Full-time

A leading environmental organization is seeking a Research Associate to develop Canada's sustainable finance taxonomy.The role involves supporting technical development, maintaining sector expertis... Show more

 • Promoted

Wealth Advisor Assistant

Raymond James Ltd.Montreal (administrative region), QC, CA
Full-time +1

Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.How does the role im... Show more

 • Promoted

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsMontreal (administrative region), QC, CA
Full-time

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more

 • Promoted

Senior Associate — Family Office Wealth Planning

MNPRivière-Des-Prairies-Pointe-Aux-Trembles, Canada
Full-time

A leading Canadian advisory firm is seeking a Senior Associate for their Family Office Services in Ottawa.This role involves preparing financial strategies for high net worth clients, liaising with... Show more

 • Promoted

Remote Referral Partnerships Lead

Micro1Saint-Lin-Laurentides, Quebec, CA
CA$30.00 hourly
Remote
Full-time

AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more.AI... Show more

 • Promoted

Wealth Advisor Career at CC&L Private Capital

Connor, Clark & Lunn Private Capital Ltd. (CC&L)Montreal (administrative region), QC, CA
Full-time

Embark on an enriching journey as a Wealth Advisor with CC&L Private Capital, a prestigious firm dedicated to discretionary investment management.Build trust with clients while achieving their fina... Show more

 • Promoted

Remote Wealth Advisor & Financial Planner

Fidelity CanadaMontreal (administrative region), QC, CA
Remote
Full-time

A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice.This role involves developing financial planning stra... Show more

 • Promoted

Remote Investment Advisor for AI-Driven Wealth Planning

MercorMontreal (administrative region), QC, CA
Remote
Part-time

A leading financial services firm is seeking experienced Financial Advisors to join a project with a top AI research lab.This role involves applying financial expertise to enhance AI systems in wea... Show more

 • Promoted

Entrepreneurial Wealth Advisor — Build Your Own Practice

Manulife WealthMontreal (administrative region), QC, CA
Full-time

A leading wealth management firm in Canada is seeking a Junior Wealth Management Advisor to build a personal client base while receiving mentorship and support.This opportunity allows ambitious pro... Show more

 • Promoted

CST Associate- July 2026

DialecticaMontreal (administrative region), QC, CA
Permanent

Dialectica is a B2B information services firm that provides real‑time industry insights to consulting, investment, and corporate clients.The Client Service Team (CST) is the revenue epicenter of ou... Show more

 • Promoted

Portfolio Associate

ValnetMontreal (administrative region), QC, CA
Full-time

Competitive base salary + bonus + benefits.This role blends strategic P&L ownership with hands‑on execution across revenue, content, audience growth, and product monetization.You will act as the ce... Show more

 • Promoted

Associate Role at Innovobot's IRV Fund

VC StackMontreal (administrative region), QC, CA
Full-time

Contribute to the growth of deep tech startups as an Associate at Innovobot.Focus on sourcing deals, conducting due diligence, and facilitating fund management.In this role at Innovobot's IRV, you’... Show more