Join National Bank's Wealth Management team as an Associate in a flexible hybrid work environment. Be pivotal in delivering outstanding client service alongside experienced wealth advisors.

This associate role is designed for detail-oriented professionals ready to make a difference in clients’ financial experiences. You will liaise between clients and advisors while handling transaction activities and managing appointments. This position lays the groundwork for your career in wealth management through substantial collaboration.

Key Responsibilities:
• Facilitate communication among clients, advisors, and collaborators
• Deliver superior customer service across all communication channels
• Prepare client account analyses to assist advisors




• Manage investment account transactions meticulously
• Coordinate and schedule client meetings for advisors

Requirements:
• College diploma in a relevant field
• At least one year of experience in customer service or banking
• Familiarity with Microsoft Office applications
• Strong organizational skills for managing priorities
• Critical thinking and problem-solving capabilities

Harness your interpersonal skills and organization to thrive in a rewarding wealth management setting.
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📌 National Bank Wealth Management Associate (Quebec City)
🏢 National Bank of Canada
📍 Quebec City