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.

Qualifications

- 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





Company Description National Bank Financial – Wealth Management (NBFWM) is part of National Bank, a leading Canadian financial group serving investors for more than 150 years. As one of the five largest securities brokerage firms in Canada, NBFWM serves individuals, businesses, and governments with comprehensive wealth management services. The firm combines investment management with holistic financial planning to support all aspects of clients’ financial needs. With over 850 investment advisors in more than 100 service points across Canada and over $170 billion in assets under management, NBFWM offers a strong, reliable platform for wealth management careers. NBFWM is a member of the Canadian Investor Protection Fund, reflecting its commitment to client protection and regulatory standards. Role Description The Associé en gestion de patrimoine is a full-time, on-site role based in Montreal, QC, supporting wealth management advisors in delivering high-quality service to clients. Day-to-day responsibilities include assisting with the preparation of financial plans, reviewing investment portfolios, and participating in the implementation of investment strategies aligned with client objectives and risk profiles. The role involves gathering and analyzing client information, preparing proposals and documentation, and helping coordinate solutions that may include insurance and other financial products.

The associate collaborates closely with advisors to respond to client inquiries, ensure accurate account documentation, and maintain compliance with regulatory requirements. The role also requires proactive follow-up with clients, use of internal systems and tools, and contribution to business development and client relationship management activities.

📌 Associé en gestion de patrimoine (Montreal)
🏢 National Bank Financial
📍 Montreal