Wealth Management Associate National Bank

Elevate your career as a Wealth Management Associate at National Bank, specializing in private banking services to high-net-worth clients across Canada and internationally. This hybrid role involves assisting advisors, managing client files, and providing top-notch customer service.

As a Wealth Management Associate, you will support advisors in delivering financial services tailored to a discerning clientele. You will handle administrative tasks, prepare client meetings, and ensure adherence to compliance and risk management rules. Being part of a dedicated team, you will report to the Vice-President of Private Banking 1859.

Key Responsibilities:

• Assist advisors with account management tasks

• Provide exceptional customer service and prepare client meetings

• Maintain up-to-date client files in the system

• Serve as the administrative link between operational departments

• Help prepare portfolio analyses and financial planning

Requirements:

• Completed college diploma with two years of experience

• Customer service experience with a background in office administration

• Knowledge of Word, Excel, and completion of the Canadian Securities Course

• Ability to work under pressure with strong problem-solving skills

• Fluency in French

Bring your skills in wealth management, client service, and organization to National Bank and make a difference in clients' lives.
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