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.

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