Elevate client service within the Wealth Management team at National Bank. As a Wealth Management Associate, you'll support advisors and ensure exceptional communication with clients and colleagues.

In this hybrid role, you'll work closely with a wealth advisor, delivering superior customer service through effective communication and administrative tasks. Candidates should possess a college diploma and rely on their organizational skills to manage client accounts, schedule appointments, and assist with compliance requirements.

Key Responsibilities: • Ensure effective communication with clients and advisors • Deliver superior customer service via multiple channels • Analyze client accounts for proactive wealth support • Conduct investment transactions accurately and timely • Coordinate meetings and manage advisors’ schedules

Requirements: • College diploma in a related field • At least one year of relevant experience • Proficiency in Microsoft Office Suite • Solid organizational and multitasking skills • Fluency in French

Bring your communication and analysis skills to make a lasting impact at National Bank. #J-18808-Ljbffr

📌 Wealth Management Associate at National Bank (Saint-Bonaventure)
🏢 Soudure Impériale
📍 Saint-Bonaventure