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 serviceHandle financial transactions and related operationsMaintain and update client files thoroughlyProduce detailed portfolio management reportsManage administrative tasks, including scheduling and meeting preparationRequirements:Completed post-secondary education in a related field2 years of relevant experience in banking or financeKnowledge of securities commerce and relevant regulationsProficient in Microsoft Office SuiteCommitment to excellent customer serviceBring your expertise in client interaction, financial management, and teamwork to make a difference at Banque Nationale.

📌 Gestionnaire De Patrimoine À La Banque Nationale (Drummondville)
🏢 National Bank of Canada
📍 Drummondville