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
- Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
- Effective communication among clients, advisors, and internal or external collaborators
- Excellent customer services in person, on the phone, and by email
- Ensure adherence to compliance and risk management rules
- This is a full time, onsite position based at the office

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:

- 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
- Strong organizational skills with the ability to manage multiple priority effectively
- Knowledge of financial planning
- Knowledge of insurance

#INDGP

Languages: English, Cantonese, Mandarin

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
- Effective communication among clients, advisors, and internal or external collaborators
- Excellent customer services in person, on the phone, and by email
- Ensure adherence to compliance and risk management rules
- This is a full-time, onsite position based at the office

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:

- 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
- Strong organizational skills with the ability to manage multiple priority effectively
- Knowledge of financial planning
- Knowledge of insurance

#INDGP

Languages: English, Cantonese, Mandarin

Required skills: Accountability, Client-focused, Communication, Critical Thinking, Cybersecurity, Detail-oriented, Digital literacy, Information Analysis, Initiative, Learning Ag

📌 Wealth Assocaite (Mississauga)
🏢 National Bank of Canada
📍 Mississauga