City : Quebec City

Category : Permanent Full-Time

Industry : Wealth management

Employer : National Bank

A career as a Wealth Management Associate at National Bank Financial – Wealth Management in Saint-Félicien offers the opportunity to play a key role in delivering an exceptional client experience. In this position, you leverage your ability to work collaboratively with clients, Wealth Management Advisors and internal partners to support long-term financial outcomes for our clients.

As a trusted partner to Advisors, you contribute to the quality, efficiency and rigor of client service while supporting portfolio management and business development activities.

Your role

·        Provide comprehensive administrative and operational support to Wealth Management Advisors, delivering high-quality client service in person, by phone and by email

·        Build and maintain strong working relationships with internal and external partners

·        Analyze and follow up on individual securities, exchange-traded funds, mutual funds and other investment instruments held in client portfolios

·        Monitor portfolio performance and ensure data accuracy

·        Prepare financial reports and draft client communications

·        Stay informed on major economic and financial market developments

·        Execute client instructions and transactions, including securities trades, deposits, withdrawals, transfers and currency conversions and ensure appropriate follow-up

·        Support Advisors and managers in preparing proposals and documentation for prospective clients

·        Prepare, validate and reconcile various reports on a regular basis

·        Actively participate in team initiatives and projects, demonstrating initiative and leadership

Your team

National Bank Financial – Wealth Management is Canada’s fifth-largest securities brokerage firm, with nearly 1,000 Wealth Management Advisors serving more than 400,000 clients across approximately 100 branches nationwide.

Under regional leadership, you work closely with an Advisor as part of a collaborative team focused on delivering a personalized and distinctive client experience. Trust, collaboration, and professionalism are at the core of our success.

Your work environment

We are committed to offering flexibility to support your quality of life. This includes hybrid work arrangements, flexible scheduling to help balance professional and personal commitments and flexible time off at moments that matter.

Our hands-on training approach allows you to quickly develop expertise in your role. You benefit from personalized learning paths, continuous development opportunities and access to colleagues with diverse expertise and experience, all of which contribute to your professional growth.

Requirements

·        University degree in a field related to business, finance or economics

·        Canadian Securities Course (CSC) and the Conduct and Practices Handbook course (an asset); otherwise, required securities licensing courses must be completed within the first year

·        CFA designation (completed or in progress) and/or CIM designation

·        Proven experience in client service

·        Strong working knowledge of the Microsoft 365 suite

·        Familiarity with CRM and financial platforms such as Salesforce, Croesus, and Thomson (an asset)

·        Excellent organizational skills and the ability to manage multiple priorities effectively