Unlock your potential as a Wealth Associate at National Bank, delivering exceptional service and collaboration. This hybrid role supports advisors and enhances client satisfaction.
As part of the Wealth Management team at National Bank, you'll work closely with advisors to improve client relationships and experiences. Your role will include performing analyses on client accounts and ensuring compliance with various regulations while providing top-tier customer service.
Key Responsibilities:
• Foster effective communication with all stakeholders
• Provide customer service through various channels
• Conduct analyses to support business development
• Manage investment account transactions diligently
• Schedule appointments and prepare for client meetings
Requirements:
• College diploma in a pertinent area
• Three years in related customer service or banking roles
• Proficient in Microsoft Office applications
• Excellent organization and priority management
• Fluency in French is an advantage
Join National Bank and contribute to a culture of partnership and empowerment in wealth management.
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📌 National Bank Wealth Management Associate (Quebec City)
🏢 National Bank of Canada
📍 Quebec City
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