Overview

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 e‑mail
- 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 client meetings
- Ensure adherence to compliance and risk management rules

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
- Completion of the ERCI course, Canadian regulatory review on investments in the first year on the job (formerly CSC and MNC)
- Language proficiency in French

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
- Involvement in community initiatives
- Telemedicine service
- Virtual sleep clinic

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📌 Wealth Associate (Victoriaville)
🏢 National Bank of Canada
📍 Victoriaville