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Bilingual Investment Associate - National Bank Financial


Fredericton, NB, CANADA
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 - National Bank

About Us

Whatever your expertise or degree of knowledge, with us, you can contribute to helping thousands of clients achieve their financial objectives and turn their dreams into reality! Working together, succeeding together means joining a company that believes in the future and continuously adds value for its clients and community. Interested in pursuing a career with the National Bank? We're hiring.

Job Description



: Full-time    


This position reports to the Regional Vice President.
Main challenges
The successful candidate will provide administrative support and superior customer service.  They will also act as a resource person for clients concerning the firm's products, procedures and policies, and assists Investment Advisor with all administrative tasks related to managing client accounts.
Specifically, you will:
  • Assists the Investment Advisor with business development by speaking with the clients.
  • Provides quotations, takes orders (unsolicited trades), processes the purchase and sale of stocks (block of stocks) and adjusts trades (cancellations and corrections).
  • Prepares the file necessary to open accounts.  Ensures client file up to date within the time periods prescribed by law. This involves identifying the client and determining which forms must be completed depending on the type of account and client.
  • Carries out administrative tasks such as sending cheques to clients, making bank deposits, transferring funds, making RSP and RIF contributions and withdrawals, and following up on incoming and outgoing transfers and overdrafts.
  • Acts as the administrative link between the various operational departments to respond to clients' requests.
  • Extracts information from systems, and, in response to clients' requests for information, prepares and sends tables, memos, letters and documents including reports on capital gains and losses in portfolios, the handling of cash and stock trades.
  • Ability to work as a productive member of the Wealth Management/Estate and Succession Planning Team.




  • University or College degree and minimum 2 years experience in the brokerage or banking industry would be an asset.
  • Successful completion of the Canadian Securities Course and Conduct and Business Practices Handbook Course and licensed with the IIROC would be an asset.
  • Thorough knowledge of cash management, account transfers, account administration, product management, end of year processing, estate settlement
  • Proficiency in MS Office: Word, Excel, Outlook, Explorer
  • Flexible, adaptable and must be able to work under pressure; Able to prioritize work flows
  • Strong attention to detail with the ability to multi-task and show initiative and exemplify a positive attitude
  • Excellent interpersonal and organizational skills
  • Ability to offer fast and efficient service to clientele  
  • Bilingual and exceptional oral and written communication skills
National Bank Financial is National Bank Financial Group's investment bank (brokerage firm).  National Bank Financial Group has assets of $110 billion and more than 18,000 employees worldwide.


National Bank Financial is a leading Canadian full-service investment bank with origins dating back to 1902.  National Bank Financial has over 3,200 employees with offices and operations in Canada, Switzerland, the United States, and the United Kingdom.  The firm offers financial services and products to private and publicly owned corporations and institutional investors, individual investors and government agencies.    National Bank Financial has over 86 retail offices across Canada and is the dominant provider of third party brokerage services in the country.
Diversity is an integral part of the Bank's values and commitments.

Number of Openings

: 1

Job field

: Sales support

Unposting Date

: May 16, 2014, 11:59:00 PM

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