Join National Bank as a Client-Focused Wealth Associate and experience a hybrid work model. Bring your customer service skills to enhance client experiences while assisting wealth advisors.

In this role, your responsibility is to ensure effective communication between clients, advisors, and collaborators. You'll analyze client accounts to facilitate business development, while also managing investment transactions. This position requires a proactive approach, organizing schedules and coordinating meetings to deliver superior service.

Key Responsibilities:
• Ensure explicit communication with clients and advisors
• Provide exceptional service in person, by phone, and email
• Analyze accounts to support business development activities




• Conduct investment account transactions accurately
• Prepare and update client files consistently

Requirements:
• College diploma in a relevant area
• At least one year of experience in banking or customer service
• Knowledge of Microsoft Office tools
• Strong organizational skills and ability to manage priorities
• Comfort with a hybrid working model

Utilize your initiative and problem-solving abilities to make a significant impact within National Bank's Wealth Management team.
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📌 Client-Focused Wealth Associate National Bank (Quebec City)
🏢 National Bank of Canada
📍 Quebec City