Elevate your customer service skills as a Wealth Associate at National Bank. This role partners with investment advisors to enhance client interactions and manage investment transactions.
As a Wealth Associate in National Bank Financial's Wealth Management team, you will play a crucial role in supporting client service excellence. Collaborate closely with investment advisors to handle financial transactions, manage client files, and produce portfolio reports. Your attention to detail and problem-solving skills will ensure compliance across operations while enriching client experiences.
Key Responsibilities:
• Support investment advisors in client service initiatives
• Manage routine financial transactions efficiently




• Update and analyze client files regularly
• Generate portfolio management reports
• Organize client meetings and schedules
Requirements:
• Completed college or university diploma
• Two years’ experience in banking or financial services
• Completion of Canadian Securities Course
• Proficient in Microsoft Office Suite
• Robust communication and customer service skills
Bring your skills in wealth management and client engagement to make a meaningful impact at National Bank.
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📌 Wealth Associate At National Bank Drummondville (Canada)
🏢 National Bank of Canada
📍 Canada