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
Robust 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.

📌 Wealth Management Associate Position Brossard
🏢 Banque Nationale du Canada
📍 Brossard