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 energetic 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.
#J-18808-Ljbffr

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