Elevate your career with National Bank as a Wealth Associate in Sherbrooke. This full-time role focuses on providing exceptional customer service and supporting investment advisors effectively.

As a Wealth Associate, you will collaborate closely with investment advisors to offer superior client support. Key responsibilities include managing client files, executing financial transactions, and producing portfolio reports. You'll also ensure compliance with risk management policies while building long-lasting client relationships and providing assistance during meetings.

Key Responsibilities:
• Support investment advisors with client requests and service
• Execute financial transactions, including securities trades
• Analyze and maintain accurate client files




• Prepare client meeting materials and manage schedules
• Adhere to compliance and risk management guidelines

Requirements:
• College or university diploma in a relevant field
• Two years of experience in banking or financial sectors
• Completion of Canadian Securities Course and regulatory exams
• Proficiency in Microsoft Office software
• Robust customer service and communication skills

This role emphasizes customer service alongside critical thinking and organization skills for a rewarding career at National Bank.
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📌 Wealth Associate at National Bank (Quebec City)
🏢 Motion
📍 Quebec City