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Private Wealth Associate

Apply now Job ID 40306101856 Date posted 11/23/2022

Primary Locations: Montreal, Quebec

Attendance: Hybrid

Employee Status: Regular

Schedule: Full-time


To conquer this high-growth market, PB 1859 is building a team of truly passionate professionals who are committed to going the extra mile to offer their distinctive clientele unparalleled service. By redefining the close relationships forged with clients, PB 1859 will stand out from the competition and current offers on the market.

Private Banking 1859 offers wealth management solutions and advice to a discerning high-net-worth clientele. It is part of National Bank, which offers a comprehensive range of financial services to individuals, corporations and governments across Canada, as well as specialized services to a select group of international clients. 

This position reports to the Customer Service Manager - Investment, Private Banking 1859 and is based in Montreal. 

Your main challenges 

  • Assist senior investment advisors with the administrative tasks related to managing wealthy clients’ accounts.
  • Provide high quality customer service.
  • Open and update client files in accordance with the time frames required by law.
  • Prepare documents required for client meetings
  • Be the administrative link between the different operational departments.
  • Perform administrative tasks such as sending cheques to clients, making bank deposits, transferring funds, making RSP and RIF contributions and withdrawals, and following up on incoming and outgoing transfers.
  • Prepare tables, memos, letters and other types of documents.
  • Participate actively in administrative activities related to the team’s business development.
  • Act as a resource person to solve problems for clients
  • Guide and train new employees and act as a peer reference (mentor) for complex products, corporate procedures and policies
  • Maintain knowledge of operations and regulations up to date
  • The incumbent must be able to identify the risks inherent to Wealth Management sector activities


Competencies required :

  • College diploma in administration (Bachelor of Business Administration an asset) plus 5 years of industry experience
  • Experience in customer service
  • Successful completion of the Canadian Securities Course and Conduct and Business Practices Handbook Course
  • Knowledge of Word and Excel
  • Knowledge of CREOSUS, an asset
  • Ability to learn how to use IT systems quickly
  • Exemplify the Bank’s behaviours within the team
  • Ability and interest in working in a team
  • Good organizational skills, skilled trainer and communicator
  • Ability to work under pressure, autonomy, initiative and discipline
  • Bilingualism, spoken and written (English and French) 

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

Your benefits:

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Initiatives promoting community involvement
  • Telemedicine service
  • Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. 

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives.

Our core values of partnership, agility, and empowerment inspire us,  and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. 

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team!


Ready to live your ambitions?


JobField: Wealth Management

Unposting Date: 2022-12-07

Job Number: INV0002Y

Posting Date: 2022-11-23

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