Financial Services Professional

2 months ago


Kirkland, Quebec, Canada National Bank Full time
Wealth Management Associate at National Bank

Key Responsibilities:

  • Collaborate closely with clients and colleagues in a synergistic environment to provide exceptional customer service.
  • Support investment advisors in enhancing their reputation and fostering long-term relationships with clients.
  • Contribute to the development of strategic plans to meet clients' financial goals and objectives.

Requirements:

  • Strong communication and interpersonal skills to build trust with clients and colleagues.
  • Ability to analyze complex financial data and provide insightful recommendations.
  • Proven track record of providing exceptional customer service in a fast-paced environment.


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