Elevate your career with National Bank as a Wealth Management Associate. This hybrid role focuses on exceptional customer service and supporting wealth advisors to ensure client satisfaction.
Join the Wealth Management team at National Bank, the fifth largest investment brokerage in Canada. In this associate role, you will play a crucial part in effective communication with clients and advisors while providing outstanding customer support. Your contributions will enhance business development with analytical insights and meticulous transaction execution.
Key Responsibilities:
• Ensure effective communication among clients, advisors, and collaborators
• Deliver exceptional customer service via various communication channels
• Analyze client accounts and prepare for advisor activities




• Execute transactions related to investment accounts
• Schedule appointments and prepare meeting materials for clients
Requirements:
• College diploma in a related field
• Minimum one year of experience in banking or customer service
• Proficiency in Microsoft Office suite
• Solid organizational skills and priority management
• Bilingual in French for effective communication
Bring your skills in client-focused service and organization to contribute positively to National Bank's Wealth Management team.
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📌 Wealth Management Associate at National Bank (Drummondville)
🏢 Banque Nationale du Canada
📍 Drummondville