Associate

This position reports to the Director of Client Services - Investment, Private Wealth 1859 and is located at 1040 rue du Lux in Brossard.

Private Wealth 1859 is dedicated to providing wealth management services and advice to a distinctive and affluent clientele. It is part of National Bank, which offers a wide range of financial services to individuals, businesses, and public administrations across Canada, as well as specialized services to a select group of international clients.

To capture this high-potential market, PW 1859 aims to build a team of passionate professionals who are committed and ready to go above and beyond to deliver an unparalleled level of service to their distinctive clientele. By redefining close relationships, PW 1859 team members will stand out from the competition and from what is currently offered in the market.

Your Main Challenges

• Assist the Senior Investment Advisor with all administrative tasks related to managing high-net-worth client accounts
• Provide superior customer service
• Open and maintain client files in accordance with legal deadlines
• Prepare documents required for client meetings
• Serve as the administrative liaison with various operational departments
• Perform administrative tasks such as sending cheques to clients, bank deposits, fund transfers, RRSP and RRIF contributions and withdrawals, and follow-ups on incoming and outgoing transfers
• Prepare tables, memos, letters, and various documents
• Act as a resource person for clients
• Keep operational and regulatory knowledge up to date
• Identify risks inherent to the Wealth Management sector's activities

Internal and External Requirements

• College diploma and two years of relevant experience, or a Bachelor's degree in Business Administration
• Studies in administration or office technology are an asset
• Experience in customer service
• Completion of the Canadian Securities Course and Conduct and Practices Handbook Course is an asset
• Proficiency in Word and Excel
• Knowledge of CROESUS software is an asset
• Ability to quickly learn new IT systems
• Strong teamwork skills and interest
• Organizational skills
• Ability to work under pressure
• Autonomy, initiative, and attention to detail
• Proficiency in written and spoken French (bilingualism is 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 * Opportunities to get involved in community initiatives * 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 accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?    Come live your ambitions with us!