National Bank Wealth Associate Position (Sherbrooke)

Launch your career as a Wealth Associate in the Private Banking 1859 sector at National Bank. Work with high-net-worth clients while benefiting from a hybrid work setting and personalized flexibility.

Your key role involves assisting financial advisors in managing client accounts and delivering superior service. Youll be responsible for maintaining client file accuracy and facilitating communications between departments. Engage actively in the development of financial offerings while ensuring regulatory compliance.

Key Responsibilities: • Support advisors with day-to-day administrative tasks • Organize client meetings and prepare relevant materials • Maintain up-to-date and accurate client files • Facilitate operational communications across departments • Assist with financial planning and prepare portfolio analyses

Requirements: • College diploma with two years of relevant experience • Knowledge in office administration is an asset • Completion of Canadian Securities Course mandatory • Awareness of compliance and risk management regulations • Informed about current financial market trends

Drive excellence in wealth management while working at National Bank, ensuring high-quality service and operational efficiency. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pp9ug