Join National Bank as a Wealth Associate and enhance client experiences through exceptional customer service and financial support. Partner with wealth advisors to ensure seamless operations.

As part of the National Bank Financial team, you will support investment advisors in delivering outstanding service to clients across Canada. The Wealth Associate role involves managing financial transactions, analyzing client files, and preparing management reports. Collaboration with advisors is essential to achieve a positive client impact.

Key Responsibilities:
• Assist investment advisors by addressing client needs
• Handle all types of financial transactions meticulously
• Update and maintain accurate client documentation




• Generate reports for portfolio management
• Schedule appointments and manage client agendas

Requirements:
• Relevant diploma or degree in finance or business
• Two years of related experience in a financial setting
• Completion of necessary investment courses and exams
• Robust familiarity with Microsoft Office applications
• Excellent communication and customer service skills

Become an integral part of National Bank’s commitment to client-centered solutions in wealth management.
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📌 Client-Focused Wealth Associate Role (Quebec City)
🏢 National Bank of Canada
📍 Quebec City