National Bank Financial - Wealth Management in Canada seeks a Wealth Associate to support investment advisors and deliver exceptional client service, helping advisors stand out and strengthen client relationships. You will handle routine transactions, open/update client files, prepare reports, coordinate meetings, and ensure compliance with risk management rules.
A diploma in a related field and CSC/CIRE qualifications are required, with robust Microsoft Office skills and French language
📌 Wealth Associate: Client Experience & Operations (Montreal)
🏢 National Bank of Canada
📍 Montreal
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