Wealth associate
6 days ago
Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 20-Oct-2025 Area(s) of interest: Wealth management Location(s): Chicoutimi A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients, more specifically within the Wealth Management team Groupe Conseil Bergeron Cosgrove.
Support investment advisors in providing superior customer service and be available to meet client requests
Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
Ensure adherence to compliance and risk management rules Your team:
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.
Completed college and/or university diploma in a related field
Two years of relevant experience in the banking (“back office”), insurance, and/or financial industry
Excellent knowledge of the Microsoft Office suite
Excellent customer service skills #INDGP Languages: French
Press space or enter keys to toggle section visibility Communication Critical Thinking Information Analysis Multitasking Organization Skills Problem Solving Stress Management Teamwork Wealth Management Cybersecurity Accountability Client-focused Detail-oriented Digital literacy Initiative Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic These are a few of the benefits available to you. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Une carrière en tant que Conseiller As a Senior Legal Advisor in the Legal
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Wealth associate
6 days ago
Chicoutimi, QC, Canada National Bank Full timeAttendance Hybrid Job number 29074 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 20-Oct-2025 Area(s) of interest: Wealth management Location(s): Chicoutimi A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with...
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Wealth Associate
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Chicoutimi, Canada National Bank of Canada Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients, more specifically within the Yves Girard Wealth...
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Wealth associate
6 days ago
Chicoutimi, Canada National Bank Full timeAttendance Hybrid Job number 29074 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 20-Oct-2025 Area(s) of interest: Wealth management Location(s): Chicoutimi A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with...
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Wealth Associate
6 days ago
Chicoutimi, Canada National Bank Full timeAttendance Hybrid Job number 29074 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 20-Oct-2025 Area(s) of interest: Wealth management Location(s): Chicoutimi A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with...
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