Support wealth advisors at National Bank by coordinating investment transactions, client accounts, and exceptional customer service in French. Your attention to detail matters.

As a Wealth Associate within the Horizon Advisor and Investment team, you will partner with wealth advisors and clients. You will manage account instructions, client files, portfolio reports, and meeting administration. The work requires financial industry experience, Microsoft Office knowledge, and solid communication.

Key Responsibilities:
Support investment advisors with client requests and service
Process securities purchases, sales, and transaction adjustments
Execute deposits, withdrawals, transfers, and currency conversions
Analyze, open, and update client files




Prepare portfolio management reports and client meetings

Requirements:
Related college or university diploma
Two years of relevant financial industry experience
Canadian Securities Course or Conduct and Practices Handbook
Completion of Canadian Investment Regulatory Exam
Excellent Microsoft Office and customer service skills

Bring wealth management knowledge, organization, and client focus to National Bank’s advisor partnership and investment service operations.
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📌 Wealth Management Associate National Bank Victoriaville
🏢 National Bank of Canada
📍 Victoriaville