Join Team Guy CÉ at National Bank as a Wealth Associate and enhance your customer service expertise. Support advisors while ensuring a positive financial experience for clients. As a Wealth Associate, your primary focus will be assisting investment advisors by delivering outstanding service.

This includes managing various financial transactions, analyzing client files, and producing management reports. Be proactive in scheduling appointments and preparing for client meetings while ensuring adherence to compliance protocols, creating a streamlined service experience. Key Responsibilities:

- Provide vital support to investment advisors and clients
- Handle financial transactions, including securities trades
- Maintain and update client records and files
- Generate detailed reports for portfolio management
- Ensure meetings and agendas are well organized Requirements:
- Degree or diploma in finance or related discipline
- 2 years’ relevant experience in financial services
- Completion of Canadian Securities Course
- Proficient in Microsoft Office
- Solid customer service communication skills Leverage your skills in a rewarding wealth management environment with National Bank.

📌 Team Guy CÉ: Wealth Associate Opportunity (Montreal)
🏢 National Bank of Canada
📍 Montreal