Deliver exceptional client service as a Wealth Management Associate at National Bank, using communication and organization in a hybrid work model. Support advisors and clients across daily investment activities.
At National Bank Financial – Wealth Management, you will partner with a wealth advisor and report to the regional manager. Your work will include client communication, account analysis, investment transactions, file updates, appointment coordination, and compliance. French is required for this position.
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 transactions related to investment accounts
Coordinate agendas, appointments, meetings, and client files
Requirements: College diploma in a related field
At least one year of relevant experience
Experience in banking operations, customer service, or administration
Positive knowledge of Microsoft Office suite
Organizational and priority management skills
Apply communication, organization, and wealth management knowledge while supporting advisors and delivering exceptional client experiences at National Bank.

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📌 Wealth Management Associate Client Service (Quebec City)
🏢 BNC
📍 Quebec City