Join National Bank's Wealth Management team as an Associate in a adaptable hybrid work environment. Be pivotal in delivering outstanding client service alongside experienced wealth advisors.This associate role is designed for detail-oriented professionals ready to make a difference in clients' financial experiences. You will liaise between clients and advisors while handling transaction activities and managing appointments. This position lays the groundwork for your career in wealth management through substantial collaboration.Key Responsibilities:Facilitate communication among clients, advisors, and collaboratorsDeliver superior customer service across all communication channelsPrepare client account analyses to assist advisorsManage investment account transactions meticulouslyCoordinate and schedule client meetings for advisorsRequirements:College diploma in a relevant fieldAt least one year of experience in customer service or bankingFamiliarity with Microsoft Office applicationsStrong organizational skills for managing prioritiesCritical thinking and problem-solving capabilitiesHarness your interpersonal skills and organization to thrive in a rewarding wealth management environment.

📌 National Bank Wealth Management Associate (Saguenay)
🏢 National Bank of Canada
📍 Saguenay