Step into a rewarding career as a Wealth Management Associate at National Bank, where you'll deliver dedicated financial services to high-net-worth clients. This hybrid role encourages a blend of remote and in-office collaboration while you provide exceptional service and support to advisors.

As a Wealth Management Associate in Private Banking 1859, your responsibilities include assisting advisors with administrative tasks, maintaining client files, and preparing vital portfolio analyses. You'll ensure compliance with regulations while enhancing client relationships through outstanding service. Reporting to the Vice-President, you will work in a passionate, client-focused team.

Key Responsibilities:
• Support advisors with client account administration
• Provide meticulous customer service during client meetings




• Keep client files current and organized
• Act as the link between operational departments
• Assist in financial planning and portfolio analysis

Requirements:
• Two years of experience and a completed college diploma
• Customer service expertise with office administration knowledge
• Completion of the Canadian Securities Course required
• Proficiency in Word and Excel, with resilience under pressure
• Fluent in French

Bring your wealth management skills and customer focus to National Bank and help us make a positive impact.
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📌 Hybrid Wealth Management Associate Position (Quebec City)
🏢 National Bank of Canada
📍 Quebec City