Drive excellence in client service as a Wealth Associate within National Bank's Private Wealth Management 1859. Engage affluent clients through a blend of administrative and relationship-building activities. This position requires assisting the Private Wealth Advisor by managing client accounts and ensuring operational compliance.

You will utilize your robust communication skills, organizational talents, and ability to multitask while preparing documents and enhancing client interactions. Collaborate in a hybrid work model to thrive in a distinctive workplace. Key Responsibilities:
Help manage client accounts and provide administrative support
Prepare documents and resources for meetings with clients
Open and manage client files effectively




Coordinate with various services for smooth operations
Train and mentor peers on complex policies and procedures Requirements:
Five years of relevant experience with a college diploma
CIRO Investment Representative license essential
Proficient in Microsoft Word and Excel
Solid initiative and detail-oriented mindset
Exceptional teamwork and communication skills Enhance your career in wealth management by providing exceptional support and fostering client relationships at National Bank.

📌 Client Focused Wealth Associate Position Montreal
🏢 Banque Nationale du Canada
📍 Montreal