Associate - Wealth Management Professional
2 months ago
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
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
- 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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Wealth Management Professional
2 weeks ago
Quebec City, Canada National Bank Full timeJob SummaryWe are seeking a highly skilled Wealth Management Professional to join our team at National Bank. As a Wealth Management Associate, you will play a key role in providing exceptional service to our clients and helping them achieve their financial goals.Key ResponsibilitiesAssist private advisors in managing client accounts and providing...
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Wealth Management Associate
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