Client Service Wealth Associate
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Deliver exceptional client service with National Bank Financial Wealth Management while supporting advisors, managing requests, and coordinating investment account administration in French.
As a Wealth Associate, you will help wealth advisors create a positive, long-term client impact through collaboration and partnership. Your responsibilities include updating files, arranging meetings, handling account instructions, and preparing portfolio management reports. Client focus, communication, and organization are central to the work.
Key Responsibilities:
- Respond to client requests alongside investment advisors
- Analyze and update client information files
- Schedule appointments and prepare client meetings
- Produce portfolio management reports for advisors
- Ensure diligent follow-up on account instructions
Requirements:
- Excellent customer service and communication skills
- Completed diploma in a related college or university field
- Two relevant years in banking, insurance, or finance
- Completion of required Canadian securities examinations
- Strong Microsoft Office knowledge and organization skills
Apply your client-focused communication, teamwork, and wealth management capabilities to support advisors and clients at National Bank Financial.
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