Become a Wealth Associate at National Bank and connect with clients through outstanding service. Work in a hybrid model assisting wealth advisors to enhance their client engagement.
In this role at National Bank Financial – Wealth Management, you will contribute to a team of nearly 1,000 investment advisors managing over 400,000 clients. Your primary tasks will involve communicating effectively, analyzing client accounts, and scheduling meetings. Collaboration and adherence to compliance will be crucial for success.
Key Responsibilities:
• Ensure communication among clients, advisors, and collaborators
• Deliver superior customer service in person and online
• Prepare analyses for wealth advisor activities
• Execute transactions related to investment accounts
• Coordinate advisors’ schedules and client meetings
Requirements:
• College diploma in a relevant field
• Three years of customer service or banking experience
• Well-versed in Microsoft Office
• Solid organizational and management skills
• French language proficiency preferred
Bring your client focus and organizational skills to National Bank's Wealth Management.
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📌 Wealth Associate at National Bank (Brossard)
🏢 National Bank of Canada
📍 Brossard