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 workplace with National Bank.

📌 Team Guy Cé: Wealth Associate Opportunity Montreal
🏢 National Bank of Canada
📍 Montreal