Private Wealth Associate - Québec, Canada - National Bank of Canada

National Bank of Canada

Verified Company

Québec, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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.

**Ready to live your ambitions?