Financial Services Associate

4 weeks ago

Québec, Quebec, Canada National Bank Full time
Job Title: Associate

Join National Bank's Wealth Management team as an Associate and take the first step towards a rewarding career in financial services.

About the Role:

We are seeking a highly motivated and organized individual to support our wealth advisors in delivering exceptional client service. As an Associate, you will play a key role in ensuring effective communication between clients, advisors, and various collaborators.

Key Responsibilities:
  • Provide superior customer service in person, on the phone, and by email
  • Analyze client accounts to prepare for activities that support wealth advisors in their business development
  • Coordinate advisors' agendas, schedule appointments, and prepare clients meetings
  • Ensure adherence to compliance and risk management rules
Our Team:

As a member of National Bank's Wealth Management team, you will be part of a dynamic and collaborative environment that fosters growth and development. Our team is committed to delivering exceptional client service and building long-term relationships.

What We Offer:

At National Bank, we are committed to providing a supportive and inclusive work environment that allows our employees to thrive. We offer a range of benefits, including:

  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • Flexible work arrangements and work-life balance
  • Access to cutting-edge technology and tools
Requirements:

To be successful in this role, you will need:

  • College diploma in a related field
  • At least one year of relevant experience in a related field
  • Good knowledge of the Microsoft Office suite
  • Organizational and priority management skills

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and organized individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.

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