National Bank Wealth Associate Position

Location: Shawinigan

Shape client relationships as a Wealth Associate at National Bank in the Wealth Management team. Engage in a hybrid work setting, balancing professional and personal life.

As a vital team player, you’ll work with wealth advisors to deliver top-notch customer service that impacts clients positively. This role will require you to handle communication, analyze accounts, and facilitate business development activities. Your contributions will be essential in maintaining strong client-adviser connections while ensuring compliance with regulations.

Key Responsibilities:

• Communicate effectively with clients and team members

• Provide exceptional customer service via various platforms

• Analyze client accounts to support growth

• Carry out investment transactions proficiently

• Organize advisors’ schedules and prepare for meetings

Requirements:

• College diploma in related studies

• Minimum one year relevant industry experience

• Strong knowledge of Microsoft Office

• Organizational and prioritization abilities

• Understanding of compliance standards

Utilize your skills to enhance client satisfaction as part of National Bank's Wealth Management team.
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