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Wealth Management Specialist

2 months ago

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

We are seeking a highly skilled and dedicated Wealth Management Specialist to join our team at National Bank. As a Wealth Management Specialist, you will play a key role in supporting clients throughout their financial journeys.

Your Key Responsibilities:

  • Client Support: Provide expert guidance to clients on their financial goals and objectives.
  • Relationship Building: Foster strong relationships with clients, understanding their needs and delivering tailored solutions.
  • Collaboration: Work closely with cross-functional teams to ensure seamless delivery of financial services.
About Us

National Bank is a leading financial institution dedicated to helping our clients achieve their financial goals. We offer a dynamic work environment, cutting-edge collaboration tools, and a commitment to employee development.

Our Values:

  • Partnership: We work together to deliver exceptional results.
  • Agility: We adapt quickly to changing market conditions.
  • Empowerment: We empower our employees to take ownership of their work.