Join National Bank's Wealth Management team as a Wealth Associate. This role offers flexibility and the chance to provide exceptional client service while working in a energetic environment.

As a Wealth Associate at National Bank, you will partner with wealth advisors to deliver outstanding service to clients from the Sainte-Foy branch. Your responsibilities include managing client communications, analyzing accounts, and coordinating meetings. This position calls for a proactive approach to customer service and organizational skills to ensure smooth operations.

Key Responsibilities:
• Foster communication among clients, advisors, and collaborators
• Deliver customer service in-person, on the phone, and online




• Analyze accounts to assist in business development activities
• Process transactions for investment accounts
• Organize and schedule client meetings and agendas

Requirements:
• College diploma in a related field
• At least one year of relevant experience
• Proficient in Microsoft Office suite
• Strong organizational skills with attention to detail
• Knowledge of compliance and risk management processes

Bring your dedication to client service and organizational capabilities to enhance the Wealth Management experience at National Bank.
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📌 Wealth Management Associate - Hybrid Role (Quebec City)
🏢 Bilinguallink
📍 Quebec City