Wealth Management Associate
4 days ago
We are seeking a highly skilled and motivated Associate to join our Wealth Management team at National Bank. As a key member of our team, you will play a critical role in delivering exceptional client service and supporting our wealth advisors in their business development.
Key Responsibilities- Provide superior customer service to clients, ensuring effective communication and a positive experience.
- Analyze client accounts to prepare for activities that support wealth advisors in their business development.
- Coordinate advisors' agendas, schedule appointments, and prepare clients meetings.
- Ensure adherence to compliance and risk management rules.
National Bank Financial – Wealth Management is a leading investment brokerage firm in Canada, with a strong presence in the market. Our team is dedicated to delivering exceptional client service and supporting our wealth advisors in their business development.
What We OfferWe offer a dynamic work environment, competitive compensation, and a wide range of benefits to support your wellbeing and that of your family. Our team is committed to fostering a positive employee experience and encourages regular feedback and communication.
Requirements- College diploma in a related field.
- At least one year of relevant experience in a related field such as banking operations, customer service, or administration.
- Good knowledge of the Microsoft Office suite.
- Organizational and priority management skills.
French
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Wealth Management Associate
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Saguenay, Quebec, Canada National Bank of Canada Full timeA position as an Associate within the Wealth Management division at National Bank offers a unique opportunity to demonstrate your ability to collaborate effectively with clients and team members. In this capacity, you will assist wealth advisors in delivering outstanding service that fosters a positive and lasting influence on our clientele. Specifically,...
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