Wealth Associate
National Bank of Canada based in Montreal, Quebec is inviting applications from suitable candidates for the position of Wealth Associate. National Bank of Canada, commonly known as “National Bank,” is a leading financial institution in Canada. Established in 1859, it has a rich history of providing comprehensive banking and financial services to individuals, businesses, and institutions. National Bank offers a wide range of services, including personal and commercial banking, wealth management, investment banking, and insurance solutions. Known for its commitment to innovation and customer-centric approach, the bank has a strong presence in Quebec and across the country, serving clients with a diverse portfolio of financial products and digital banking solutions. The candidates selected for the vacancy will be required to start the work as soon as possible.
Job Description:
Employer Name: National Bank of Canada
Position: Wealth Associate
No of Vacancies: 2
Salary: Salary is not mentioned, $21.56-$24.67 hourly estimated salary
Employment Type: Permanent
Location: Montreal, Quebec
Attendance: Hybrid
Job Number: 17911
Category: Professional
Schedule: Full-Time
Area of Interest: Operations
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates should have completed a college and/or university diploma in a related field
Experience: Candidates should have two years of relevant experience in the banking (“back office”), insurance, and/or financial industry
Physical Requirements:
- The candidates should be accountable, client-focused, effective communicators, and detail-oriented
- The candidates should demonstrate excellent customer service skills
- The candidates should demonstrate a commitment to diversity & inclusion
Other Requirements:
- The candidates should have completed the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
- The candidates should possess excellent knowledge of the Microsoft Office suite
- The candidates should be able to drive results
- The candidates should possess emotional intelligence, show empathy, demonstrate initiative, and should have learning agility
- The candidates should be adept at multitasking, be perseverant, exhibit resiliency, and should work well in a teamwork-oriented environment.
Responsibilities:
- The candidates should be able to support investment advisors in providing superior customer service and be available to meet client requests
- The candidates should be able to carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
- The candidates should be able to carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
- The candidates should be able to analyze, open, and update client files
- The candidates should be able to produce portfolio management reports
- The candidates should be able to carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
- The candidates should be able to ensure adherence to compliance and risk management rules
Benefits:
- The candidates will get 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, initiatives promoting community involvement, telemedicine service, and virtual sleep clinic
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!