Become a Wealth Associate with National Bank and emphasize exceptional customer service while supporting investment advisors in a cooperative setting. Focus on enhancing client outcomes effectively.

This role involves supporting wealth advisors by facilitating client transactions and ensuring adherence to compliance standards. You will manage client files, provide routine updates, and prepare documentation for client interactions. Your proactive follow-ups and critical analysis will help deliver tailored wealth management services.

Key Responsibilities:
• Support investment advisors in managing client interactions
• Process financial transactions, including securities operations
• Carry out client deposit, withdrawal, and transfer requests




• Maintain organized and up-to-date client files
• Facilitate administrative tasks for client meetings

Requirements:
• Completed college or university diploma
• Two years in a relevant financial role
• Completion of the Canadian Securities Course (CSC)
• Robust skills in Microsoft Office software
• Proven customer service abilities

Contribute your detail-oriented approach and organizational skills to enhance client satisfaction at National Bank.
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📌 National Bank Wealth Management Associate Quebec City
🏢 National Bank of Canada
📍 Quebec City