Wealth Management Associate Hybrid Role

Location: Quebec

Elevate client service in a Wealth Management Associate role at National Bank's Private Banking 1859. Deliver high-quality advice and administrative support to affluent clients across Canada and globally.

As a Wealth Management Associate, you'll assist advisors with account management while ensuring client files are accurate and up to date. You'll prepare for client meetings and answer inquiries about products and services. Your work supports business development and compliance with risk management regulations, all while monitoring financial markets.

Key Responsibilities:

• Assist with administrative tasks for client accounts

• Prepare for client meetings and respond to inquiries

• Maintain organized and updated client files

• Collaborate with operational departments effectively

• Prepare financial planning and portfolio analyses

Requirements:

• College diploma and 2 years of experience

• Completed Canadian Securities Investment Exam (CSIE)

• Knowledge of Word and Excel

• Strong client-focused and communication skills

• Ability to work under pressure with initiative

Become a trusted resource in wealth management and enhance client experiences at National Bank.
#J-18808-Ljbffr