A career as an Associate in the Wealth Management team at National Bank will give you the opportunity to show 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.

Responsibilities

Ensure effective communication between all parties (clients, advisors, and various collaborators)

Provide superior customer service in person, on the phone, and by email

Analyze client accounts to prepare for activities that support wealth advisors in their business development

Diligently carry out transactions related to investment accounts

Open and update client files

Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings

Ensure adherence to compliance and risk management rules

About the 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.

Work‑Life Balance
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model,



work schedule arrangements to help you achieve work/life balance, and versatile leave that you can take when it’s important to you.

Prerequisites

College diploma in a related field

At least one year of relevant experience in a related field such as banking operations, customer service, or administration

Good knowledge of the Microsoft Office suite

Organizational and priority management skills

Additional Information
Additional Languages: French

Required Skills: Accountability, Client-focused, Communication, Critical Thinking, Cybersecurity, Detail‑oriented, Digital literacy, Information Analysis, Initiative, Learning Agility, Multitasking, Organization Skills, Problem Solving, Resiliency, Solution implementation, Standards Compliance, Stress Management, Teamwork, Wealth Management

Benefits

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

Accessibility Commitment
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!

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📌 Wealth Associate (Quebec City)
🏢 National Bank of Canada
📍 Quebec City