Join National Bank as a Wealth Associate, where you'll support investment advisors and contribute to exceptional client services. This role emphasizes financial transaction management and client rapport. In this position within the Wealth Management team, you will assist wealth advisors by providing superior customer service and ensuring all client requests are met promptly.

You'll engage in key activities such as executing transactions, managing client files, and preparing performance reports. Your abilities in organization and detail-oriented analysis will be essential for compliance and operational success. Key Responsibilities:

- Assist investment advisors with superior service delivery
- Conduct financial transactions with precision
- Maintain and update comprehensive client files
- Produce detailed portfolio reports
- Schedule and prepare for client meetings Requirements:
- Hold a college or university degree
- Minimum of two years in banking or finance
- Complete Canadian Securities Course
- Excellent proficiency in Microsoft Office
- Exceptional communication and client-focused skills Make a significant difference in client wealth management at National Bank and grow your career.

📌 National Bank Wealth Management Associate (Montreal)
🏢 National Bank of Canada
📍 Montreal