Wealth Associate: Client Services & Trade Support (Montreal)

Wealth Associate: Client Services & Trade Support (Montreal)

20 Oct
|
Groom & Associates
|
Montreal

20 Oct

Groom & Associates

Montreal

National Bank Financial - Wealth Management seeks a Wealth Associate to support advisors and deliver exceptional client service in a cooperative team.

You will assist with routine financial operations, client file management and scheduling, while ensuring compliance. A college/university diploma and CSC/CIRE certifications are required, with experience in banking or wealth management preferred.

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📌 Wealth Associate: Client Services & Trade Support (Montreal)
🏢 Groom & Associates
📍 Montreal

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