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 dynamic workplace. 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.

📌 Wealth Management Associate - Hybrid Role (Levis)
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📍 Levis