Step into a rewarding career as a Wealth Management Associate at National Bank, where you'll deliver dedicated financial services to high-net-worth clients. This hybrid role encourages a blend of remote and in-office collaboration while you provide exceptional service and support to advisors. As a Wealth Management Associate in Private Banking 1859, your responsibilities include assisting advisors with administrative tasks, maintaining client files, and preparing vital portfolio analyses.

You'll ensure compliance with regulations while enhancing client relationships through outstanding service. Reporting to the Vice-President, you will work in a passionate, client-focused team. Key Responsibilities:
Support advisors with client account administration




Provide meticulous customer service during client meetings
Keep client files current and organized
Act as the link between operational departments
Assist in financial planning and portfolio analysis Requirements:
Two years of experience and a completed college diploma
Customer service expertise with office administration knowledge
Completion of the Canadian Securities Course required
Proficiency in Word and Excel, with resilience under pressure
Fluent in French Bring your wealth management skills and customer focus to National Bank and help us make a positive impact.

📌 Hybrid Wealth Management Associate Position Sherbrooke
🏢 National Bank of Canada
📍 Sherbrooke