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 settings
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