Wealth Management Associate (On-site)

Presence

On-site

Position number

35413

Category

Professional

Status: Permanent

Type of contract

Permanent

Schedule: Full-time

Full-time/Part-time?

Full-time

Posting date

10-Sep-2026

City

Ottawa

Province/State

Ontario

Area(s) of interest: Wealth Management

Location(s): Ottawa

A career as an Associate in Wealth Management at Banque Nationale is a job where you put your ability to work in synergy with clients and your colleagues forward. In this role, you help wealth management advisors stand out by providing exceptional client service to have a lasting positive impact on our clientele.

Your job

• Support investment advisors in order to provide superior quality client service and be available to respond to client requests.
• Perform routine operations related to financial transactions (e.g., buying and selling securities, making required adjustments).
• Carry out instructions for deposits, withdrawals, transfers and currency conversions on all investment accounts and rigorously follow them up.
• Analyze and open client files and keep them up to date.
• Produce portfolio management reports.
• Handle the administrative management of client files through schedule management, appointment booking and preparation of client meetings.
• Ensure compliance with compliance and risk management rules.

Your team

La Financière Banque Nationale - Wealth Management is the fifth largest securities brokerage firm in Canada by size. We have nearly 1,000 investment advisors managing the assets of more than 400,000 clients across approximately 100 branches. Under regional management, you will team up with a wealth management advisor to deliver an exceptional client experience. Collaboration and camaraderie will be the keys to your team's success.

Requirements

• Completed college and/or university diploma in a field related to the business sector
• 2 years of experience deemed relevant in banking (“back office”), insurance and/or finance
• Securities Trading Course (CCVM) and/or valid Conduct Standards Manual course
• CIRO: Canadian Investment Regulatory Exam completed
• Excellent knowledge of the Microsoft Office Suite
• Excellent client service

#INDGP

Languages

English, French

Skills

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Communication Critical thinking Information analysis Multitasking Organizational skills Problem solving Stress management Teamwork Wealth management Cybersecurity Responsibility Client focus Attention to detail Digital skills Initiative

Your benefits

In addition to competitive compensation, we offer you, from the day you are hired, a wide range of flexible benefits to support your well-being and that of your family, including:

• Health and wellness program with many options
• Flexible group insurance
• Generous pension plan
• Share purchase plan
• Employee and family assistance program
• Preferred banking services
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep improvement clinic

We offer an evolving package that keeps pace with trends and with your needs and those of your loved ones.

Our dynamic work environments and modern collaboration tools foster a positive employee experience. We place great importance on the ideas of our team members. Whether through our surveys or through our programs, ongoing dialogue and feedback are encouraged.

The boldness to act in a human environment

We are a human-scale bank that stands out for its boldness, its entrepreneurial culture and its passion for people. We exist to have a positive impact on people's lives. Our core values of camaraderie, agility and empowerment inspire us. Inclusion is at the heart of our commitments. We aim, as far as possible, to offer a barrier-free and accessible workplace for all employees.

Within the means available to us, we want to provide accessibility measures during the recruitment process. If you need an accommodation, don't hesitate to let us know during your first exchanges with us. We welcome candidates from all backgrounds and we would like to know what you can add to our team.

Join us!

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