Develop your financial career as a Wealth Associate at National Bank. Focus on providing outstanding client service and supporting investment advisors in transaction execution.

National Bank’s Wealth Management team is looking for a motivated Wealth Associate. This role is vital for maintaining client satisfaction by assisting investment advisors with operations related to financial transactions. You will play a crucial part in managing administrative tasks and ensuring adherence to compliance standards.

Key Responsibilities:
• Provide exceptional support to investment advisors
• Process financial transactions with diligence
• Analyze, open, and manage client files effectively
• Create detailed reports for portfolio management
• Coordinate client meetings and manage schedules

Requirements:
• Completed college or university diploma in finance
• Minimum two years of experience in banking or finance
• Passed the Canadian Securities Course and relevant exams
• Proficient in Microsoft Office suite
• Solid problem-solving and organization skills

Join National Bank and contribute to building positive, long-term relationships with clients in wealth management.
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📌 National Bank Wealth Associate Careers (Quebec City)
🏢 National Bank of Canada
📍 Quebec City