Patrimony Management Partner

A career as a Patrimony Management Partner at Banque Nationale is a job where you bring forward your skill to work in synergy with the client and your colleagues. In this role, you help the financial advisors to stand out by offering exceptional customer service to have a positive impact on the long term with our clients, specifically within the Lachance team.

Your job

• Accompany the financial advisors to offer superior quality customer service and be available to respond to customer requests.
• Perform routine financial transactions (e.g., buying and selling securities, making required adjustments).
• Process deposits, withdrawals, transfers, and currency conversions for all investment accounts and ensure rigorous tracking.
• Analyze and open customer files and keep them up-to-date.
• Produce portfolio management reports.
• Manage customer file administration through scheduling, appointment setting, and preparing meetings with customers.
• Ensure compliance with regulations and risk management.
• Your team:

The Banque Nationale Patrimony Management is the fifth largest securities brokerage firm in Canada by size. We have nearly 1,000 financial advisors managing the assets of over 400,000 clients across approximately 100 branches. Under regional leadership, you will work with a Patrimony Management advisor to provide an exceptional customer experience. Collaboration and teamwork 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 valid conduct manual
• ERCI: Canadian Regulatory Examination on Investments completed
• Excellent knowledge of Microsoft Office Suite
• Excellent customer service
• #INDGP
• Languages: French

Skills: Learning agility, Information analysis, Customer-focused, Communication, Compliance with standards, Cybersecurity, Critical thinking, Patrimony management, Stress management, Digital skills, Initiative, Solution implementation, Multitasking, Resilience, Problem-solving, Responsibility, Organizational sense, Attention to detail, Teamwork

Your benefits

In addition to competitive compensation, we offer you, from your first day of employment, a range of flexible benefits to support your well-being and that of your family, including:

• Health and well-being program with many options
• Flexible collective insurance
• Generous retirement plan
• Share purchase plan
• Employee and family assistance program
• Preferred banking services
• Community involvement
• Telemedicine service
• Virtual sleep improvement clinic

We offer an evolving offer that is attuned to trends, your needs, and those of your loved ones.

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

The boldness to act in a human environment

We are a human-sized bank that stands out for its boldness, entrepreneurial culture, and passion for people. We exist to have a positive impact on people's lives. Our core values of teamwork, agility, and power to act are our sources of inspiration. Inclusion is at the heart of our commitments. We aim, as much as possible, to offer an obstacle-free and accessible work environment for all employees.

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

Join us!