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 accountsSchedule and prepare for client meetingsKeep client files updated and organizedFacilitate communication between operational departmentsAssist with portfolio analyses and financial planning tasksRequirements:Completed college diploma and two years of experienceBackground in office administration preferredKnowledge of financial software including Word and ExcelAbility to manage stress and pressure in busy environmentsCIRE certification required within 6 monthsLeverage 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