National Bank seeks a dedicated Wealth Associate to enhance client relationships through superior service and thorough financial management practices.

In this team-oriented role, you will assist investment advisors by fulfilling client requests, managing financial transactions, and ensuring compliance. You will conduct client file analyses, manage appointment scheduling, and implement administrative tasks to improve efficiency. Fostering strong partnerships with stakeholders is crucial for success.

Key Responsibilities:
• Assist investment advisors with customer service tasks
• Process financial transactions, including sales and purchases
• Carry out all deposit, withdrawal, and transfer instructions
• Open and manage client files with precision
• Prepare agendas and documents for client meetings

Requirements:
• Relevant diploma from college or university
• Two years of experience in finance or banking
• Completion of the Canadian Securities Course and exams
• Proficient in Microsoft Office tools
• Strong customer relationship management skills

Contribute to National Bank's vision as a Wealth Associate and develop meaningful client connections.
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📌 Client-Focused Wealth Associate Role (Quebec City)
🏢 National Bank of Canada
📍 Quebec City