A career as an Associate in the Family Wealth Management Schulman Group at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

Your job :

• Provide administrative support to the team to deliver superior customer service in person, by phone, and by email
• Coordinate the schedules of wealth management advisors
• Support during client events
• Organize the delivery of client gifts (Christmas, life events, etc.)
• Help develop and keep marketing materials up to date
• Manage the team’s brand image
• Ensure compliance with rules and risk management

Your team:

National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites :

• Completed college diploma in a field related to the industry
• At least one year of experience in an administrative role
• Good knowledge of Microsoft Office Suite and ease with technological tools
• Organizational skills and ability to manage priorities
• Bilingualism required