Pursue a career as a Wealth Associate at National Bank, providing vital support to investment advisors and enhancing client service. This role requires solid organizational skills and attention to detail.

Join the National Bank Financial team, recognized for its commitment to client relations within Canada’s wealth management industry. You will manage financial operations, engage with clients, and assist advisors in delivering comprehensive investments solutions. Your meticulous management of client files and adherence to standards will be essential for success.

Key Responsibilities:
• Provide top-tier support to wealth advisors
• Execute financial transactions and manage adjustments
• Maintain and analyze client files thoroughly




• Organize meetings and prepare necessary documentation
• Follow compliance and risk management protocols

Requirements:
• Relevant diploma in finance or related field
• At least three years of experience in wealth management
• Canadian Securities Course or equivalent completed
• Strong Microsoft Office proficiency
• Effective communication and client interaction skills

As a Wealth Associate, enrich the client journey at National Bank while growing your own expertise in wealth management.
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📌 Wealth Management Associate Position (Quebec City)
🏢 Banque Nationale du Canada
📍 Quebec City