Become a Wealth Associate at National Bank, where you'll provide top-notch support to wealth advisors over multiple communications channels. This role emphasizes exceptional service delivery to clients.
In this dynamic position with National Bank's Wealth Management team, you will be instrumental in coordinating advisor meetings and maintaining client communications. You will analyze accounts and ensure regulatory compliance while managing tasks efficiently. Ideal for candidates with customer service expertise and a knack for organization.
Key Responsibilities:
• Facilitate communication between all stakeholders in wealth management
• Offer superior service via various channels
• Analyze accounts to support advisory initiatives
• Execute transactions related to investment accounts
• Manage scheduling and client files effectively
Requirements:
• College diploma in a relevant field
• Minimum of one year experience in banking or customer service
• Good knowledge of Microsoft Office
• Robust organizational skills
• French language proficiency
Contribute to client success and grow professionally at National Bank as a Wealth Associate.
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📌 National Bank Wealth Associate Position (Victoriaville)
🏢 National Bank of Canada
📍 Victoriaville