Step into the Wealth Associate role at National Bank, where your skills will directly enhance client satisfaction and advisor effectiveness. Deliver exceptional service across different communication platforms.

As a Wealth Associate in the National Bank’s Wealth Management team, you'll ensure smooth communication among clients and advisors while providing support in business development tasks. Your role will include analyzing accounts, managing compliance, and facilitating transactions. This position is ideal for someone with customer service and organizational expertise.

Key Responsibilities:
• Ensure smooth communication with clients and wealth advisors
• Provide outstanding service in person and remotely




• Analyze client accounts for advisory support
• Conduct transactions for investment accounts accurately
• Schedule meetings and keep client files updated

Requirements:
• Relevant college diploma required
• One year of experience in customer service or administration
• Familiarity with Microsoft Office
• Solid organizational and prioritization skills
• Proficient in French

Support advisors and make a lasting impact on clients' financial journeys with National Bank.
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📌 Wealth Associate Role at National Bank (Quebec City)
🏢 National Bank of Canada
📍 Quebec City