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 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

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.

Prerequisites

University 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

CIRE: Canadian Investment Regulatory Exam, new regulatory exams replacing the CSC and CPH. Considered an asset. To be obtained within the months following hiring.

Perks

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

Additional required languages
French

About Us
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!

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