About This Opportunity: Wealth Associate (Hybrid) (Saint-Félicien)
National Bank is currently seeking a Wealth Associate (Hybrid) (Saint-Félicien) to join their team in Saint-Félicien.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
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No specific education requirements
Required Experience
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largest securities brokerage firm, with nearly 1,000 Wealth Management Advisors serving more than 400,000 clients across approximately 100 branches nationwide. Under regional leadership, you work closely with an Advisor as part of a collaborative team focused on delivering a personalized and distinctive client experience. Trust, collaboration, and professionalism are at the core of our success. Your work environment We are committed to offering flexibility to support your quality of life. This includes hybrid work arrangements, flexible scheduling to help balance qualified and personal commitments and flexible time off at moments that matter. Our hands
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on training approach allows you to quickly develop expertise in your role. You benefit from personalized learning paths, continuous development opportunities and access to colleagues with diverse expertise and experience, all of which contribute to your professional growth.
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Requirements · University degree in a field related to business, finance or economics · Canadian Securities Course (CSC) and the Conduct and Practices Handbook course (an asset); otherwise, required securities licensing courses must be completed within the first year · CFA designation (completed or in progress) and/or CIM designation · Proven experience in client service · Strong working knowledge of the Microsoft 365 suite · Familiarity with CRM and financial platforms such as Salesforce, Croesus, and Thomson (an asset) · Excellent organizational skills and the ability to manage multiple priorities effectively Languages: French Skills Press space or enter keys to toggle section visibility Communication Critical Thinking Information Analysis Multitasking Organization Skills Problem Solving Stress Management Teamwork Wealth Management Cybersecurity Accountability Client
Position Details
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Employment Type: Attendance Hybrid Job number 31840 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full
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Location: Saint-Félicien
Key Responsibilities
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Effectively perform assigned job duties
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Maintain safety and cleanliness in the workplace
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Work effectively with team members
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Follow company policies and procedures
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Perform tasks according to quality standards
Qualifications
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Reliability and punctuality
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Ability to work independently and in a team
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Strong work ethic and positive attitude
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Ability to follow instructions
Why Join National Bank?National Bank offers a supportive work environment in Saint-Félicien, where employees can grow and develop their skills. This Wealth Associate (Hybrid) (Saint-Félicien) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
Ready to Apply?
Don't miss this opportunity for Wealth Associate (Hybrid) (Saint-Félicien) at National Bank in Saint-Félicien.
Click the Apply button above to submit your application and take the next step in your career.