Associate

A career as a Wealth Management Associate in the 1859 Private Banking sector is a job that allows you to offer services and advice to a distinctive and wealthy clientele within National Bank. In this role, you offer a wide range of financial services to individuals, businesses and public administrations across Canada, as well as specialized services to a select clientele based internationally.Your job:

•      Assist the private advisor in all administrative tasks related to the management of client accounts .

•      Provide superior customer service , prepare customer meetings and act as a resource person for questions related to products, procedures and policies .

•      Open and maintain customer files in accordance with deadlines . ​ ​​​​​​

•      Carry out administrative links with the various operational services to efficiently carry out the required activities.

•      Perform various administrative tasks related to the team’s financial transactions and business development.

      •      Assist in the preparation of portfolio analyses and/or financial planning.

      •      Keep your knowledge of financial markets up to date .

      •      Ensure compliance and risk management rules are respected.

Your team:

In order to properly serve this distinctive clientele in a high - potential market , you are part of a passionate, committed and dedicated team . You work closely with members of the sector, and you report to the Director of Client Service, Private Wealth Investment 1859. We aim to offer you maximum flexibility in your work to promote your quality of life . This includes hybrid work in the office and remotely , flexible working hours to balance professional and personal life, and flexible leave at times that matter.

 

Prerequisites:

•      Completed college diploma and two years of relevant experience

•      Studies in administration or office automation, desirable

•      Experience in customer service

•      Completion of the Canadian Securities Course and Conduct and Practices Handbook Course with a securities license.​​

•    Knowledge of Word and Excel software

•      Ability to work under pressure

•      Autonomy, initiative and attention to detail

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!!