Wealth Management Professional

3 days ago

Vald'Or, Quebec, Canada National Bank Full time
About the Role

We are seeking a highly motivated and experienced Wealth Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a critical role in supporting clients in achieving their financial goals and building long-term relationships.

Key Responsibilities
  • Manage a portfolio of clients, providing personalized support and guidance to help them achieve their financial objectives.
  • Develop and implement tailored financial plans, leveraging your expertise in wealth management to deliver exceptional results.
  • Collaborate with cross-functional teams to ensure seamless delivery of services and solutions to clients.
  • Build and maintain strong relationships with clients, colleagues, and external partners to drive business growth and success.
What We Offer

As a Wealth Associate at National Bank, you will enjoy a dynamic and supportive work environment, with opportunities for professional growth and development. Our comprehensive benefits package includes health and wellness programs, flexible insurance options, and employee assistance programs.

We are committed to fostering a culture of inclusivity, diversity, and empowerment, where every employee feels valued and supported. If you are a motivated and results-driven individual with a passion for wealth management, we encourage you to apply for this exciting opportunity.

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