Hybrid Wealth Management Associate Role (Quebec City)

Hybrid Wealth Management Associate Role (Quebec City)

27 Sep
|
Banque Nationale du Canada
|
Quebec City

27 Sep

Banque Nationale du Canada

Quebec City

Join National Bank as a Wealth Management Associate and provide unmatched financial services to high-net-worth clients. This position offers a blend of remote and in-office flexibility. In this agile role within the Private Banking 1859 team, you will support advisors in managing clients' accounts while offering top-notch administrative assistance.

Your multitasking capabilities and critical thinking will be essential as you prepare client meetings and perform various financial tasks. You’ll be instrumental in client engagement and cross-department collaboration. Key Responsibilities:

- Assist in administrative tasks related to client accounts
- Schedule and prepare for client meetings
- Keep client files updated and organized




- Facilitate communication between operational departments
- Assist with portfolio analyses and financial planning tasks Requirements:
- Completed college diploma and two years of experience
- Background in office administration preferred
- Knowledge of financial software including Word and Excel
- Ability to manage stress and pressure in busy environments
- CIRE certification required within 6 months Leverage your skills in client service and financial management at National Bank to elevate client experiences.

📌 Hybrid Wealth Management Associate Role (Quebec City)
🏢 Banque Nationale du Canada
📍 Quebec City

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