Support wealth advisors with client communication and account transactions at National Bank’s Khalil Advisory Group in Rivière-du-Loup.
As a Wealth Management Associate, you will partner with advisors to deliver exceptional service within National Bank Financial – Wealth Management. Your work will support client relationships, business development activities, and compliant investment account administration. French is required.
Key Responsibilities: Coordinate communication among clients, advisors, and collaborators
Provide customer service in person, by phone, and email
Analyze client accounts for advisor business development activities
Process investment account transactions diligently
Open and update client files
Requirements: College diploma in a related field
At least one year of relevant related experience
Knowledge of Microsoft Office suite
Organizational and priority management skills
French-language proficiency
Bring client service, organization, and wealth management administration skills to the Khalil Advisory Group in Rivière-du-Loup.