Elevate your career as a Wealth Management Associate at National Bank. This hybrid role focuses on exceptional customer service and support for wealth advisors, positively impacting clients.
At National Bank Financial, the fifth largest investment brokerage firm in Canada, you'll work closely with wealth advisors to enhance client experiences. Your responsibilities include coordinating meetings, analyzing accounts, and ensuring top-notch communication between clients and advisors. This team-oriented position requires attention to detail, client focus, and strong organizational skills.
Key Responsibilities:
• Facilitate communication among clients, advisors, and collaborators
• Deliver superior customer service via phone, in-person, and email




• Analyze client accounts to support business development initiatives
• Process transactions related to investment accounts
• Organize advisors’ schedules and client meetings
Requirements:
• College diploma in a related field
• Minimum one year in customer service or banking operations
• Knowledge of Microsoft Office suite
• Robust organizational and management skills
• Ability to work in a hybrid mode
Bring your client-focused mindset and organizational skills to National Bank's Wealth Management team.
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📌 Wealth Management Associate At National Bank Drummondville
🏢 National Bank of Canada
📍 Drummondville