Enhance your career with Private Wealth Management 1859 as a Wealth Associate. Engage with affluent clients and provide superior administrative support in a hybrid work setting.In this crucial role, you will assist the Private Wealth Advisor with client account management and administrative tasks. Your responsibilities include preparing client meetings, maintaining client files, and coordinating with operational services. As a vital team member reporting to the Investment Customer Services Manager, you will foster close relationships with clients and colleagues to deliver exceptional service.Key Responsibilities:Assist in all administrative tasks for client accountsProvide superior customer service during client interactionsOpen and maintain compliance-ready client filesCoordinate administrative tasks with operational servicesPrepare documents for client meetings and training sessionsRequirements:College diploma with five years of relevant experienceInvestment Representative license with CIROProficiency in Word and Excel softwareStrong communication and training skillsAbility to work autonomously and under pressureBecome part of a passionate team dedicated to serving distinguished clients in wealth management.

📌 Wealth Associate At Private Wealth Management (Montreal)
🏢 National Bank of Canada
📍 Montreal