Unlock your potential as a Wealth Associate at National Bank, delivering exceptional service and collaboration. This hybrid role supports advisors and enhances client satisfaction. As part of the Wealth Management team at National Bank, you'll work closely with advisors to improve client relationships and experiences.

Your role will include performing analyses on client accounts and ensuring compliance with various regulations while providing top-tier customer service. Key Responsibilities:
Foster effective communication with all stakeholders
Provide customer service through various channels
Conduct analyses to support business development
Manage investment account transactions diligently
Schedule appointments and prepare for client meetings Requirements:
College diploma in a pertinent area
Three years in related customer service or banking roles
Proficient in Microsoft Office applications
Excellent organization and priority management
Fluency in French is an advantage Join National Bank and contribute to a culture of partnership and empowerment in wealth management.

📌 National Bank Wealth Management Associate Brossard (Canada)
🏢 National Bank of Canada
📍 Canada