Step into a rewarding role as a Wealth Associate at National Bank, where your efforts will directly enhance client satisfaction and operational efficiency. This agile 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 solid 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