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Wealth Management Associate

Apply now Job ID 36288359200 Date posted 09/15/2022

Primary Locations: Ottawa, Ontario

Attendance: On-site

Employee Status: Regular

Schedule: Full-time


Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Partner to help us improve customer service practices for Investment Advisors at National Bank Financial.

Your role:

  • Support Wealth Advisors in providing superior customer service and be available to meet client requests in person, over the phone, and via email
  • Carry out transactions, as well as the purchase and sale of securities and transaction adjustments, as applicable
  • Assist Senior Advisor with portfolio management and portfolio modelling
  • Carry out deposits, withdrawals, transfers, and currency conversion instructions for all investment accounts and ensure diligent follow-up
  • Analyze, open, and update client files
  • Produce portfolio management reports
  • Implement efficient work methods for client review meetings
  • Ensure compliance and risk management rules are respected

In this position, you will help National Bank Financial to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

National Bank Financial – Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. Reporting to the regional manager, you will work with an investment advisor at a single branch with a client-facing environment. Collaboration and partnership are the keys to success in making a difference every day with our clients.


Required skills:

  • Completed college diploma and/or university degree in a related field
  • Two years of relevant experience in financial services industry
  • Successful completion of the Canadian Securities Course and/or Conduct and Practices Handbook Course
  • Excellent knowledge of the Microsoft Office Suite
  • Ability to offer exceptional customer service

Desired competencies:

  • Organizational and priority management skills
  • Autonomous, dynamic, and meticulous
  • English fluency required, French fluency an asset 

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?

Particular Condition:*Position paid 100% base salary + redirected premium + bonus. *If you don’t have the required licences, by accepting the position, you pledge to successfully complete the Canadian Securities Course and the Conduct and Practices Handbook Course within one year of taking the position.

JobField: Wealth Management

Unposting Date: 2022-09-29

Job Number: SUP001H6

Posting Date: 2022-09-15

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