Wealth Associate

3 weeks ago


septîles, Canada National Bank Full time
About the Role

We are seeking a highly skilled Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a critical role in helping our wealth advisors deliver exceptional customer service to our clients.

Key Responsibilities
  • Work in synergy with clients and colleagues to understand their financial needs and goals.
  • Assist wealth advisors in developing and implementing customized financial plans that meet the unique needs of our clients.
  • Provide exceptional customer service that has a positive, long-term impact on our clients' financial well-being.
  • Collaborate with internal teams to ensure seamless delivery of financial services to our clients.
What We Offer

As a Wealth Associate at National Bank, you will have the opportunity to work with a talented team of professionals who are dedicated to delivering exceptional financial services to our clients. We offer a dynamic and supportive work environment that is committed to helping our employees grow and develop their careers.


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