Wealth Management Associate Role, Brossard

Step into a rewarding Wealth Management Associate role at National Bank, where you will provide excellent customer service and support for wealth advisors. This is a chance to make a long-term impact.

Join National Bank Financial, where your role as a Wealth Associate is to assist in managing client relationships and providing exceptional service. You will coordinate meetings, manage client accounts, and ensure all operations adhere to compliance standards. Strong communication and organizational skills will set you up for success in this collaborative environment.

Key Responsibilities:• Ensure effective communication with clients and advisors • Deliver top-notch customer service via phone and email • Analyze and support client account activities • Handle investment account transactions carefully • Organize advisors’ schedules and prepare for client meetings

Requirements:• College diploma in a relevant field • Minimum one year in a related role • Good knowledge of Microsoft Office • Excellent organizational and management skills • Bilingual: Fluent in French and English

Utilize your strengths in service and organization to support National Bank's wealth management team. #J-18808-Ljbffr