Elevate client experiences as a Wealth Associate with Team Guy CÉ at National Bank. Showcase your customer service skills while supporting investment advisors in a agile financial environment. As a Wealth Associate, you will collaborate closely with investment advisors, providing top-notch customer support and managing financial transactions.

Your role includes handling deposits, withdrawals, and currency conversions while ensuring client files are meticulously analyzed and updated. Working under the regional manager, you will foster an exceptional client connection and maintain compliance with risk management protocols. Key Responsibilities:

- Support investment advisors in delivering outstanding customer service




- Manage financial transactions including securities purchases
- Analyze and update client files meticulously
- Produce detailed portfolio management reports
- Schedule appointments and organize client meetings Requirements:
- College diploma in finance or related field
- Two years’ relevant banking or financial industry experience
- Completion of CSC and/or Conduct and Practices Handbook Course
- Proficient in Microsoft Office Suite
- Strong customer service skills Bring your customer service and financial expertise to National Bank as a Wealth Associate.

📌 Wealth Associate at National Bank (Montreal)
🏢 National Bank of Canada
📍 Montreal