Wealth Management Assistant

1 month ago


Sherbrooke, Quebec, Canada NBC Full time
Job Summary

We are seeking a highly motivated and detail-oriented Wealth Management Assistant to join our team at National Bank Financial – Wealth Management. As a key member of our team, you will play a vital role in supporting our wealth advisors in delivering exceptional client service.

Your primary responsibilities will include:

  • Providing exceptional customer service to clients, both in person and over the phone
  • Assisting wealth advisors in preparing for client meetings and activities
  • Analyzing client accounts to identify opportunities for growth and development
  • Coordinating client files and ensuring accurate and timely updates
  • Collaborating with colleagues to achieve team goals and objectives

We offer a dynamic work environment, competitive compensation, and a comprehensive benefits package. If you are a motivated and organized individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.

Requirements

  • College diploma in a related field
  • At least one year of relevant experience in a related field
  • Excellent communication and interpersonal skills
  • Strong organizational and time management skills

What We Offer

  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment


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