Associate in Wealth Management

Presence: Hybrid

Job Category: Professional

Contract Type: Permanent A career as an Associate in Wealth Management at Banque Nationale is a role where you bring your expertise to work in synergy with clients and colleagues. In this role, you support wealth management advisors to stand out by providing exceptional customer service, creating a positive long-term impact on our client base, particularly within the Lachance team.

Your Role

• Support wealth management advisors to provide superior customer service and be available to respond to client requests.
• Perform routine financial transactions (e.g., buying and selling securities, making required adjustments).
• Process deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure rigorous tracking.
• Analyze and open client files and keep them up-to-date.
• Generate portfolio management reports.
• Manage client file administration through scheduling, appointment setting, and preparing meetings with clients.
• Ensure compliance with regulations and risk management rules.
• Your Team:

Financière Banque Nationale - Wealth Management is the fifth-largest securities brokerage firm in Canada by size. We have nearly 1,000 investment advisors managing the assets of over 400,000 clients across approximately 100 branches. Under regional leadership, you will work with a wealth management advisor to provide an exceptional client experience. Collaboration and camaraderie will be key to your success.

Requirements

• Completed college and/or university degree in a related field
• 2 years of relevant experience in the banking ('back office'), insurance, and/or finance sectors
• Securities trading course (CCVM) and/or course related to the Code of Conduct Manual
• ERCI: Canadian Regulatory Examination on Investments completed
• Excellent knowledge of Microsoft Office Suite
• Excellent customer service skills

#INDGP Your BenefitsIn addition to a competitive salary, we offer a range of flexible benefits to support your well-being and that of your family, including:

• Comprehensive health and wellness program with numerous options
• Flexible group insurance
• Generous retirement plan
• Employee stock ownership plan
• Employee assistance program and family support
• Preferred banking services
• Community involvement
• Telemedicine service
• Virtual sleep improvement clinic

We offer an evolving, trend-aware, and needs-driven employment offer.

Our dynamic work environments and modern collaboration tools create a pleasant employee experience. We value the ideas of our team members. Whether through our surveys or programs, continuous dialogue and feedback are encouraged.

The Boldness to Act in a Human EnvironmentWe are a human-sized bank distinguished by our boldness, entrepreneurial culture, and passion for people. We exist to make a positive impact on people's lives. Our core values of camaraderie, agility, and power to act inspire us. Inclusion is at the heart of our commitments. We strive, as much as possible, to provide an obstacle-free and accessible work environment for all employees.

We aim to provide accessibility measures, to the extent possible, during the recruitment process. If you require accommodations, please let us know during your initial interactions with us. We welcome candidates from all backgrounds and would like to know what you can bring to our team.

Join us!

Other Languages Required: French

Skills: Learning agility, Information analysis, Client-focused, Communication, Compliance with standards, Cybersecurity, Critical thinking, Wealth management, Stress management, Digital skills, Initiative, Solution implementation, Multitasking