Advance your career with National Bank as a Wealth Management Associate. Engage directly with clients and wealth advisors in a hybrid work environment to deliver outstanding service.
As part of the Wealth Management team at National Bank Financial, you will play a significant role in client interactions and support for wealth advisors. This position emphasizes effective communication, managing client files, and analyzing accounts for business development. You'll need solid organizational skills and a dedication to customer service.
Key Responsibilities:
• Ensure effective communication between clients and advisors
• Provide exceptional service by phone, email, and in-person
• Analyze client accounts and facilitate advisor support
• Execute investment account transactions
• Schedule client meetings and manage advisors’ calendars
Requirements:
• College diploma in a relevant field
• One year of experience in customer service or banking
• Proficient in Microsoft Office
• Excellent prioritization and organization skills
• Comfortable in a hybrid work setting
Join National Bank's Wealth Management team to apply your communication and client service skills.
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📌 National Bank Wealth Management Role (Drummondville)
🏢 National Bank of Canada
📍 Drummondville