Elevate your career as a Wealth Associate at National Bank, focusing on superior customer service in a client-centric setting. Support investment advisors while ensuring compliance and operational efficiency.

As a Wealth Associate with National Bank's Wealth Management division, you will synergize with wealth advisors to deliver exceptional service and address client requests promptly. Your role includes managing financial transactions and maintaining organized client files to promote long-term relationships. A collaborative mindset will be essential as you contribute to a dedicated team that prioritizes the customer experience.

Key Responsibilities:
• Support investment advisors in client interactions
• Execute financial transactions efficiently and accurately




• Manage client files and appointment schedules
• Ensure compliance with risk management protocols
• Conduct thorough analysis and updates on client accounts

Requirements:
• Related college/university diploma obtained
• Three years' banking or financial experience required
• Completion of the Canadian Securities Course or equivalent
• Proficiency with Microsoft Office tools
• Excellent communication and organizational abilities

Bring your expertise in customer service and financial management to empower clients and enhance their investment experiences at National Bank.
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📌 Wealth Associate at National Bank (Quebec City)
🏢 Toronto-Dominion Bank
📍 Quebec City