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 advisorsExecute financial transactions and manage adjustmentsMaintain and analyze client files thoroughlyOrganize meetings and prepare necessary documentationFollow compliance and risk management protocolsRequirements:Relevant diploma in finance or related fieldAt least three years of experience in wealth managementCanadian Securities Course or equivalent completedStrong Microsoft Office proficiencyEffective communication and client interaction skillsAs 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