Wealth Management Associate

4 weeks ago


Montreal, Quebec, Canada National Bank Full time

About the Role:

We are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service.

Key Responsibilities:

  • Provide exceptional customer service to clients, both in person and over the phone
  • Assist wealth advisors in preparing for client meetings and activities
  • Analyze client accounts to identify opportunities for growth and development
  • Coordinate client meetings and appointments
  • Ensure compliance with regulatory requirements and risk management policies

About the Team:

National Bank Financial – Wealth Management is a leading investment brokerage firm in Canada, with a team of over 1,000 investment advisors serving clients across the country. As an Associate, you will work closely with a wealth advisor to provide exceptional client service and support the growth of our business.

What We Offer:

At National Bank, we are committed to providing a positive and inclusive work environment that supports the well-being of our employees. We offer a range of benefits, including flexible work arrangements, a hybrid work model, and opportunities for professional development.



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