Associate - Wealth Management

1 month ago

Montreal, Quebec, Canada Banque Nationale Full time
Join Our Team as a Wealth Management Associate

We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Banque Nationale. As a Wealth Management Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch wealth management solutions.

Key Responsibilities:
  • Provide exceptional client service and support to our financial advisors
  • Assist in the preparation and execution of financial plans and investment strategies
  • Conduct research and analysis to identify investment opportunities and risks
  • Develop and maintain strong relationships with clients and internal stakeholders
  • Stay up-to-date with industry trends and regulatory changes
Requirements:
  • Diploma in a related field (e.g. finance, business, economics)
  • 2+ years of experience in a related field (e.g. financial services, wealth management)
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Proficiency in Microsoft Office
What We Offer:
  • A competitive salary and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment
  • A comprehensive training program
  • A chance to work with a leading financial institution
About Us:

Banque Nationale is a leading financial institution with a strong commitment to excellence and customer service. We offer a dynamic and supportive work environment that fosters growth and development. If you are a motivated and detail-oriented individual who is passionate about wealth management, we encourage you to apply for this exciting opportunity.

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