Associate – Wealth Management
National Bank of Canada invites you to apply for the Associate role in our Wealth Management team.
Overview
The Associate supports wealth advisors by delivering exceptional customer service and ensuring seamless communication across clients, advisors, and collaborators.
Responsibilities
- Communicate effectively among clients, advisors, and collaborators.
- Provide superior customer service in person, on the phone, and via email.
- Analyze client accounts to prepare support for wealth advisors.
- Execute 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.
- Minimum one year of relevant experience in banking operations, customer service, or administration.
- Proficient in Microsoft Office.
- Strong organizational and prioritization skills.
- Proficiency in English.
Your Team
National Bank Financial – Wealth Management is Canada’s fifth largest investment brokerage firm, with around 1,000 advisors and 400,000 clients. You will report to the regional manager and partner closely with a wealth advisor.
Benefits & Work Environment
Hybrid work model (remote and office). Flexible scheduling and leave options support work/life balance.
Benefits include a health & wellness program, flexible group insurance, pension plan, employee share ownership, employee & family assistance, preferential banking services, community initiatives, telemedicine, and a virtual sleep clinic.
We’re putting people first
We offer a barrier‑free workplace and encourage accessibility. If you need accommodation, let us know during your first conversations.
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Associate in Ottawa employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
