Associate - Wealth Management Professional

2 months ago


Quebec City, Canada National Bank Full time
About the Role

We are seeking a highly motivated and detail-oriented 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 and driving business growth.

Key Responsibilities
  • Provide exceptional client service and support to wealth advisors in meeting client needs and goals
  • Analyze client accounts to identify opportunities for growth and development
  • Coordinate client meetings and appointments, ensuring seamless communication between clients, advisors, and internal stakeholders
  • Ensure compliance with regulatory requirements and risk management policies
  • Collaborate with cross-functional teams to drive business growth and improve client experience
About Our Team

National Bank Financial - Wealth Management is a leading provider of financial services in Canada, with a strong presence in the market. Our team is dedicated to delivering exceptional client service and driving business growth through innovative solutions and strategic partnerships.

What We Offer
  • A dynamic and supportive work environment with opportunities for growth and development
  • A competitive compensation package, including benefits and pension plan
  • Flexible work arrangements to support work-life balance
  • Opportunities to contribute to community initiatives and give back to the community
Requirements
  • College diploma in a related field, such as business or finance
  • At least one year of relevant experience in a related field, such as banking operations or customer service
  • Strong analytical and problem-solving skills, with attention to detail and ability to work in a fast-paced environment
  • Excellent communication and interpersonal skills, with ability to build strong relationships with clients and colleagues


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