Apply on Kit Job: kitjob.ca/job/2fseyo

Join a hybrid work environment as a Wealth Associate, supporting investment advisors in delivering outstanding client service. This role emphasizes collaboration and exceptional customer interaction for long-term results.
You'll assist investment advisors by meeting client requests and managing financial transactions efficiently. Responsibilities include updating client files, creating portfolio reports, and ensuring effective administrative management. Your focus will be on compliance and risk while maintaining diligent follow-up with clients.
Key Responsibilities:
• Collaborate with investment advisors for client satisfaction
• Execute financial transactions like deposits and withdrawals
• Open and maintain comprehensive client files
• Generate portfolio management reports
• Maintain compliance and effective administrative processes
Requirements:
• Diploma in a relevant field
• 2+ years in banking or financial services
• Completion of Canadian Securities Course (CSC)
• Solid knowledge of Microsoft Office
• French language proficiency required
Contribute to a positive client experience through diligent support and exceptional service.
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Apply on Kit Job: kitjob.ca/job/2fseyo

📌 Wealth Management Associate Opportunity (Victoriaville)
🏢 National Bank of Canada
📍 Victoriaville