Step into a rewarding role as a Wealth Associate at National Bank, where your efforts will directly enhance client satisfaction and operational efficiency. This dynamic role supports investment advisors and handles various financial tasks.

At National Bank

Financial, you'll collaborate with experienced wealth advisors, streamlining client interactions and personalized service. Your expertise will be vital in executing financial transactions, managing client account maintenance, and generating insightful portfolio reports. A strong focus on compliance and detail management will bolster our client relationships and business integrity. Key Responsibilities:

- Support wealth advisors in delivering top-notch client service
- Conduct essential financial transactions




- Maintain accurate client records and files
- Develop insightful portfolio management reports
- Prepare and coordinate client meeting agendas Requirements:
- Completed diploma or degree in a related field
- At least two years of relevant experience
- Successfully complete Canadian Securities Course
- Familiarity with Microsoft Office tools
- Solid analytical and communication abilities Bring your client-first approach and operational skills to National Bank, making a lasting impact in wealth management.

📌 Client-Focused Wealth Associate Position (Montreal)
🏢 National Bank of Canada
📍 Montreal