Associate
Join National Bank’s Wealth Management team as an Associate. Provide excellent client service, support advisors, work with flexible benefits, and grow your career in a collaborative environment.
If you’re exploring opportunities in wealth management, the Associate position at National Bank deserves a closer look. The role comes with a flexible full-time schedule and a salary to be discussed directly with the hiring team. National Bank also highlights an attractive range of benefits and promises a position that’s ready to be filled as soon as possible.
Responsibilities Overview
Daily tasks include acting as a communication bridge between clients, advisors, and colleagues, and ensuring seamless, high-quality interactions. You’ll prepare client account analyses, coordinate meetings, handle investment transactions, and support advisors throughout their business development activities. With direct impact on client satisfaction, this is a client-facing and administrative role blending organization, communication, and team spirit. Maintaining compliance and risk management is also a key responsibility.
Prós
One standout advantage is the flexible work environment, offering a hybrid model and personalized scheduling to accommodate your work/life balance. Employees benefit from generous health and wellness programs, flexible group insurance, and a pension plan. National Bank’s employee-centric culture means your ideas are heard and there is ongoing support for professional growth within a collaborative, inclusive workplace.
Contras
Those new to banking or wealth management may find the initial regulatory requirements challenging, as completion of certain industry certifications is mandatory. The pace of work is high, with a strong expectation of multi-tasking and discretion in client handling. Some schedules may involve fluctuating workloads, depending on business cycles.
Veredicto
For anyone passionate about wealth management and exceptional service, the Associate role at National Bank is a strong choice. The rich benefits and flexible arrangements compensate for initial training hurdles, making it ideal for those eager to build a lasting financial services career.
