Elevate your career as a Bilingual Tax Expert in the Wealth Management team at National Bank. You'll provide exceptional customer service and collaborate effectively with clients and advisors.

As an Associate, you will support wealth advisors, ensuring smooth communication and superior service experiences. Your analytical skills will be essential for preparing client accounts and assisting with their investments. This hybrid role emphasizes teamwork and attention to detail to enhance our clients’ long-term satisfaction.

Key Responsibilities:
• Communicate effectively with clients and advisors
• Provide outstanding service via phone, email, and in-person
• Analyze accounts to support wealth advisors' needs




• Execute transactions related to investment accounts
• Schedule client meetings and coordinate advisor agendas

Requirements:
• College diploma in a related field
• At least one year of relevant experience
• Proficient in Microsoft Office suite
• Robust organizational and priority management skills
• Excellent communication and multitasking abilities

Become a vital part of a client-focused team at National Bank, enhancing client relationships through effective service and robust analysis.
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📌 Bilingual Tax Expert at National Bank (Quebec City)
🏢 Intuit
📍 Quebec City