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 strong 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.
Investment Operations Wealth Associate in Victoriaville 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.
