Wealth Associate: Client Service & Portfolio Ops Saguenay

Wealth Associate: Client Service & Portfolio Ops Saguenay

01 Nov
|
Banque Nationale du Canada
|
Saguenay

01 Nov

Banque Nationale du Canada

Saguenay

National Bank Financial - Wealth Management in Canada seeks a Wealth Associate to support wealth advisors and deliver exceptional client service. You will help clients with routine financial transactions, open and update files, and coordinate meetings with wealth advisors.

The role emphasizes collaboration with advisors, solid attention to detail, and adherence to compliance and risk management policies. Prior CSC/CIRE qualifications and proficiency with Microsoft Office are preferred.
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📌 Wealth Associate: Client Service & Portfolio Ops Saguenay
🏢 Banque Nationale du Canada
📍 Saguenay

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