Hybrid Wealth Associate at National Bank

Position: Hybrid Wealth Associate Role at National Bank
Elevate your career as a Wealth Associate in the hybrid model at National Bank's Private Banking 1859. This position offers a chance to assist affluent clients by delivering top-tier financial services.

In this role, you will collaborate with financial advisors to support high-net-worth individuals and businesses. Your responsibilities include administrative support, maintaining client files, and facilitating compliance across operational departments. Engaging with diverse clientele, you will play a key role in wealth management and financial planning, meeting specific needs with precision.

Key Responsibilities:

• Support advisors with administrative tasks for client accounts

• Provide excellent customer service during meetings

• Ensure client files are current and properly maintained

• Coordinate with departments to streamline operations

• Assist in preparing portfolio analyses and reports

Requirements:

• College diploma and two years of relevant experience

• Background in customer service and office administration

• Completion of the Canadian Securities Investment Exam (CSIE)

• Proficient with Word and Excel software

• Fluency in French required

Match your skills in organization and client focus to thrive in this unique opportunity at National Bank.
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