Support advisors and enhance client satisfaction as a Wealth Associate at National Bank. This hybrid role combines exceptional customer service with analytical skills to positively affect wealth management. Joining the National Bank Financial - Wealth Management team means being part of Canada's fifth largest investment brokerage firm.

You'll work closely with advisors to ensure that clients receive exemplary service, from account analyses to transaction management. Your cooperative approach will be vital in scheduling appointments and maintaining compliance with industry standards. Key Responsibilities:
Communicate effectively with clients and advisors
Deliver customer service via phone, email, and in-person
Analyze and prepare client account activities
Manage investment account transactions accurately
Schedule and assist with client meetings Requirements:
College diploma in a relevant area
Minimum one year of applicable experience
Proficiency in Microsoft Office tools
Solid organizational and problem-solving skills
French language proficiency Leverage your wealth management skills to enhance client experiences at National Bank.

📌 Hybrid Wealth Associate Role National Bank Saguenay
🏢 Banque Nationale du Canada
📍 Saguenay