Wealth Management Associate at National Bank

Location: Quebec

Join the Private Banking 1859 team at National Bank as a Wealth Management Associate. This hybrid role focuses on providing exceptional service and financial solutions to high-net-worth clients.

As a Wealth Management Associate, you will support financial advisors by handling administrative tasks that enhance client relationships. You’ll play an essential role in managing client accounts, updating files, and ensuring compliance with regulatory standards. Your contributions will directly impact the team's development and the financial success of clientele across Canada and beyond.

Key Responsibilities:

• Assist in managing client accounts and administration

• Prepare for client meetings and provide product information

• Maintain up-to-date client files and documentation

• Liaise between operational departments effectively

• Conduct portfolio analyses and financial planning

Requirements:

• Completed college diploma and two years of experience

• Customer service and office administration background

• Successful completion of the Canadian Securities Investment Exam (CSIE)

• Proficient in Word and Excel

• Bilingual in French and English

Leverage your skills in wealth management and client service to achieve lasting success at National Bank.
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