Drive excellence in client service as a Wealth Associate within National Bank's Private Wealth Management 1859. Engage affluent clients through a blend of administrative and relationship-building activities.This position requires assisting the Private Wealth Advisor by managing client accounts and ensuring operational compliance. You will utilize your solid communication skills, organizational talents, and ability to multitask while preparing documents and enhancing client interactions. Collaborate in a hybrid work model to thrive in a distinctive environment.Key Responsibilities:Help manage client accounts and provide administrative supportPrepare documents and resources for meetings with clientsOpen and manage client files effectivelyCoordinate with various services for smooth operationsTrain and mentor peers on complex policies and proceduresRequirements:Five years of relevant experience with a college diplomaCIRO Investment Representative license essentialProficient in Microsoft Word and ExcelStrong initiative and detail-oriented mindsetExceptional teamwork and communication skillsEnhance your career in wealth management by providing exceptional support and fostering client relationships at National Bank.

📌 Client-Focused Wealth Associate Position (Westmount)
🏢 National Bank
📍 Westmount