Attendance

Hybrid

Job number

35812

Category

Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

25-Sep-2026

Area(s) of interest: Wealth management

Location(s): Montreal

A career as a Wealth Associate in the Exclusive Remote Advisory Services team at National Bank means supporting our clients in achieving their life goals. In this role, you help National Bank Financial, Wealth Management stand out by providing exceptional customer service to have a long-term positive impact on our clients.

Your job

- Support the team 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

- Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings

- Draft and send client communications

- Ensure adherence to compliance and risk management rules

Your team

In the Exclusive Remote Advisory Services team, you are part of a direct team of eleven colleagues, a large team of some fifty colleagues, and you report to Senior Manager, Exclusive Remote Advisory Service (ERAS). The virtual branch of Exclusive Remote Advisory Services is available to our client Monday to Friday, 9 a.m. to 5 p.m. (ET), and the team is physically in the office three days a week.

Our training programs use on-the-job learning to help you master your role.



You can access personalized training content to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.

Prerequisites

- Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) courses

- 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 (asset)

- Excellent knowledge of the Microsoft Office suite

- Excellent customer service skills

- Bilingual French and English

Languages:

French

Skills

Communication Critical Thinking Information Analysis Multitasking Organization Skills Problem Solving Stress Management Teamwork Wealth Management Cybersecurity Accountability Client-focused Detail-oriented Digital literacy Initiative

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

- Health and wellness program, including many options

- Adaptable 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





We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

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! What can you bring to our team?

Join us!

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

Discover our culture

Duration: 1 min 25 sec

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