Join National Bank as a Wealth Management Associate and deliver tailored financial services to a high-net-worth clientele. Enjoy a hybrid work model while utilizing your experience in customer service and administration to excel in this energetic role.
In this Wealth Associate position, you will support advisors and manage client accounts efficiently. You will be the vital administrative link between departments, ensuring customer inquiries are met while upholding compliance standards. Your expertise will help in preparing client meetings and financial analyses.
Key Responsibilities:
• Assist with the administration of client accounts
• Prepare for client meetings and ensure exceptional service
• Update and manage client files accurately




• Facilitate communication between operational teams
• Conduct portfolio analyses and assist in financial planning
Requirements:
• College diploma with two years of relevant experience
• Customer service background and office administration skills
• Successful completion of the Canadian Securities Course
• Proficient in Word and Excel, able to work under pressure
• Bilingual in French and English
Utilize your customer-focused approach and organizational skills to thrive at National Bank, serving clients with excellence.
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📌 National Bank Wealth Associate Hybrid Role Sherbrooke
🏢 National Bank of Canada
📍 Sherbrooke