Become a Wealth Management Associate at National Bank, where exceptional client service meets opportunity in a hybrid work setting. Leverage your skills to support wealth advisors and enhance customer experiences. This role involves working directly with wealth advisors to create long-term relationships with clients, ensuring adherence to compliance standards while delivering superior service.

You'll manage client file updates, schedule meetings, and execute essential transactions to support advisor needs effectively. Key Responsibilities:

- Communicate effectively with clients and advisors
- Deliver outstanding customer service in various formats
- Analyze accounts to guide wealth advisors
- Process investment account transactions diligently
- Organize client meetings and manage appointment schedules

Requirements:

- College diploma in related studies
- Minimum one year in a customer service role
- Knowledge of Microsoft Office required
- Strong organizational and analytical skills
- Proficiency in French is necessary

Join our dedicated team and make a difference in clients' financial lives at National Bank.

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