Embark on a fulfilling career as a Gestionnaire de Patrimoine at Banque Nationale, where you will provide exceptional client service and support wealth advisors. Your skills will ensure a positive long-term impact on our clients.

In this role, you will assist wealth advisors by delivering superior customer service while responding to client inquiries. You will handle financial transactions, maintain client files, and produce portfolio management reports. Compliance with regulatory standards and risk management practices is central to this role, enabling you to thrive in our supportive team setting.

Key Responsibilities:
• Assist wealth advisors in delivering exceptional client service
• Handle financial transactions and related operations
• Maintain and update client files thoroughly




• Produce detailed portfolio management reports
• Manage administrative tasks, including scheduling and meeting preparation

Requirements:
• Completed post-secondary education in a related field
• 2 years of relevant experience in banking or finance
• Knowledge of securities commerce and relevant regulations
• Proficient in Microsoft Office Suite
• Commitment to excellent customer service

Bring your expertise in client interaction, financial management, and teamwork to make a difference at Banque Nationale.
#J-18808-Ljbffr

📌 Gestionnaire de Patrimoine à la Banque Nationale (Quebec City)
🏢 National Bank of Canada
📍 Quebec City