Wealth Management Associate at National Bank

Become a pivotal Wealth Management Associate at National Bank in the Private Banking 1859 sector. Serve high-net-worth clients while providing comprehensive financial services both locally and internationally.

As a Wealth Management Associate, you will support advisors with account management and offer exceptional client service. This role entails preparing for client meetings, handling inquiries on products and policies, and maintaining meticulous client files. Collaborate with various departments to ensure smooth operational processes and contribute to business development initiatives.

Key Responsibilities:

• Assist advisors with managing client account administration

• Prepare and facilitate client meetings efficiently

• Maintain and update client files proactively

• Coordinate between operational departments for effective service

• Conduct portfolio analyses and financial planning support

Requirements:

• College diploma with two years of relevant experience

• Office administration training considered an asset

• Completion of the Canadian Securities Course (CSC)

• Familiarity with compliance and risk management rules

• Strong understanding of financial markets

Leverage your administrative skills and financial knowledge in National Bank’s dynamic Wealth Management team.
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