Explore a rewarding career as a Commis in Wealth Management at National Bank. This role emphasizes superior client service and collaboration with wealth advisors in a hybrid work environment.
As a vital team member at National Bank Financial, you will support wealth advisors and ensure seamless communication with clients, facilitating impactful wealth management services. Your responsibilities will include handling investment account transactions, coordinating client meetings, and maintaining adherence to compliance protocols. Your contributions will foster long-term relationships while enhancing clients' financial experiences.
Key Responsibilities:
• Communicate effectively with clients and advisors
• Provide outstanding customer service in various formats




• Analyze client accounts for wealth advisor support
• Manage transaction processes for investment accounts
• Schedule appointments and coordinate client meetings
Requirements:
• College diploma in a related field
• At least one year of relevant experience
• Proficiency in Microsoft Office
• Robust organizational and priority management skills
• Bilingual in French
Help shape clients’ financial journeys with your communication, organization, and analytical skills.
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📌 Commis de Wealth Management National Bank (Drummondville)
🏢 Guillevin International
📍 Drummondville