Coordinate investment account operations for National Bank’s wealth advisors, applying transaction knowledge, compliance awareness, and precise client file management every day.
This Wealth Associate supports the Horizon Advisor and Investment team through financial transaction processing and administrative coordination. You will follow instructions across investment accounts, produce portfolio reports, and maintain accurate client records. French, relevant industry experience, and solid customer service skills are required.
Key Responsibilities: Carry out routine securities transaction operations and adjustments
Process account deposits, withdrawals, transfers, and conversions
Follow up diligently on investment account instructions
Manage agendas, appointments,



and client meeting preparation
Maintain compliance and risk management standards
Requirements: Two years’ experience in banking, insurance, or finance
Related college or university diploma completed
Canadian Investment Regulatory Exam completed
Canadian Securities Course or Conduct and Practices Handbook completed
Excellent Microsoft Office and customer service abilities
Use transaction accuracy, information analysis, and compliance skills to strengthen National Bank wealth management operations and advisor support.

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