Wealth Associate
Top Benefits
About the role
A career as an Associate with the Entourage Advisory Group, part of the Wealth Management at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.
Your job:
Provide administrative support to the team to ensure superior customer service, in person, over the phone, and by email
Coordinate the schedules of wealth management advisors
Prepare the required documentation ahead of scheduled meetings
Follow up with clients before and after meetings
Ensure accurate processing of regulatory updates and follow up on any missing documentation
Support marketing and business development activities, including coordinating client communications, events, and campaigns
Participate in various team projects and demonstrate leadership
Show initiative by contributing to the continuous improvement of processes and existing work methods
Ensure compliance with regulations, risk management practices, and internal policies Your team:
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.
Prerequisites:
College diploma completed in a field related to the industry
Minimum of one year of experience in an administrative role
Strong knowledge of Microsoft Office and ease with technological tools
Knowledge of the Bookings software is an asset
Excellent organizational skills and ability to manage priorities #INDGP
Not the right fit? Search for Wealth Associate jobs in Montreal, Quebec, Canada
About National Bank of Canada
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large.
We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies.
Together we can achieve great things and create a positive impact.
Want to learn more about us?
For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news
By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.
Similar Jobs
Wealth Associate
Top Benefits
About the role
A career as an Associate with the Entourage Advisory Group, part of the Wealth Management at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.
Your job:
Provide administrative support to the team to ensure superior customer service, in person, over the phone, and by email
Coordinate the schedules of wealth management advisors
Prepare the required documentation ahead of scheduled meetings
Follow up with clients before and after meetings
Ensure accurate processing of regulatory updates and follow up on any missing documentation
Support marketing and business development activities, including coordinating client communications, events, and campaigns
Participate in various team projects and demonstrate leadership
Show initiative by contributing to the continuous improvement of processes and existing work methods
Ensure compliance with regulations, risk management practices, and internal policies Your team:
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.
Prerequisites:
College diploma completed in a field related to the industry
Minimum of one year of experience in an administrative role
Strong knowledge of Microsoft Office and ease with technological tools
Knowledge of the Bookings software is an asset
Excellent organizational skills and ability to manage priorities #INDGP
Not the right fit? Search for Wealth Associate jobs in Montreal, Quebec, Canada
About National Bank of Canada
At National Bank, we believe in the potential of each individual, and that even the smallest gestures can make a big difference. When we help others accomplish their projects, we help empower them and the community at large.
We try to make a difference through innovation, but above all, by putting people first. By taking the time to listen and letting our actions speak for themselves. By remaining bold and passionate. By developing lasting relationships as partners and allies.
Together we can achieve great things and create a positive impact.
Want to learn more about us?
For advice on your personal finances, visit: nbc.ca/advice For advice on your business, visit: nbc.ca/business For career opportunities, visit: jobs.nbc.ca For all the latest news, visit: nbc.ca/news
By clicking "Follow" above, you may receive communications from National Bank, either in your LinkedIn inbox or by other means via LinkedIn, about products and services that could interest you. Learn more at: www.nbc.ca/socialnetworks.