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As an Investment Associate, you’ll play a key role in the team. You’ll work closely with advisors and be a contact person for our clients, providing them with distinctive service. Your work will put you at the centre of the action, and you will continue your professional development. Come contribute to our group’s success!

  • Profile: Interest in the financial industry
  • Experience: 2 years of relevant experience in financial services
  • Languages: In QC: Bilingualism, both spoken and written (English and French)
    Outside of QC: Knowledge of another language besides English is an asset
  • Training: College diploma (Quebec DEC) and/or university degree in a related field + CSC course & Conduct and Practices Handbook Course (CPH) completed by the end of your first year in the job
  • Technology: Excellent command of Office 365

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What does it take for an Investment Associate to stand out on our team? Here are a few of the main competencies: (1 Beginner – 10 Expert)

  • Unparalleled customer service 10
  • Entrepreneurial mindset 9
  • Team-oriented mindset 9
  • Professionalism 9
  • Stress resistance/Emotion management 8
  • Interest in finance 8
Traits are on a scale of 0 to 10

5 key skills

  • Attentive
  • Multi-tasking
  • Inquisitive
  • Autonomous
  • Organized

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It’s a field that offers many opportunities.

— Investment Associate at National Bank

It’s definitely not a boring job!

— Investment Associate at National Bank


  • Atmosphere

  • Career/Professional Development

  • Attractive Total Compensation

  • Recognition Program

  • Dynamic Environment

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Investment Associate Private Banking 1859

Job ID 7517489424 Date posted 05-04-2021

Primary Locations: Toronto, Ontario

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 Regional Vice President, Private Banking 1859 and is based in Toronto, Ontario

Your main challenges

  • Assist senior investment councilor 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

  • 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

Interested in the position? Apply now! 

At National Bank, we stand out by investing in our employees throughout their careers—as demonstrated when we were awarded silver in the "Most Innovative use of HR Technology" category at the 2020 Canadian HR Awards for our use of Axonify, a personalized learning solution that can be used every day.

The Bank has innovated by modernizing its performance evaluation system to better meet our clients’ evolving needs. From now on, the corporate values (expected behaviours) of partnership, agility and empowerment count as much as the business objectives.

Working at National Bank means having access to competitive working conditions, a wide range of employee benefits, a dynamic work environment and telemedicine services.

National Bank sees diversity as a great source of wealth and values it in all its dimensions. Its objective is to offer an open, respectful work environment where all employees can achieve their full potential. Senior management's concrete commitment helps spread this value across all sectors in the organization. The Bank has been ranked among the top employers for diversity in Canada for several years.

Come and see how:

JobField: Wealth Management

Unposting Date: 2021-05-18

Job Number: INV0001V

Posting Date: 2021-05-04

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