Support wealth advisors at National Bank by coordinating investment transactions, client accounts, and exceptional customer service in French. Your attention to detail matters.
As a Wealth Associate within the Horizon Advisor and Investment team, you will partner with wealth advisors and clients. You will manage account instructions, client files, portfolio reports, and meeting administration. The work requires financial industry experience, Microsoft Office knowledge, and strong communication.
Key Responsibilities:
- Support investment advisors with client requests and service
- Process securities purchases, sales, and transaction adjustments
- Execute deposits, withdrawals, transfers, and currency conversions
- Analyze, open, and update client files
- Prepare portfolio management reports and client meetings
Requirements:
- Related college or university diploma
- Two years of relevant financial industry experience
- Canadian Securities Course or Conduct and Practices Handbook
- Completion of Canadian Investment Regulatory Exam
- Excellent Microsoft Office and customer service skills
Bring wealth management knowledge, organization, and client focus to National Bank's advisor partnership and investment service operations.
Wealth Management Associate National Bank 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.
