Description
The Associate in Wealth Management will work with a team at National Bank Financial to provide exceptional client service and support wealth advisors. This role involves client interaction, analysis of client needs, and managing appointments to ensure a positive long-term impact on clients.
What We're Looking For
Conduct outbound cold calls to prospect potential clients,Quickly analyze and identify client needs,Propose information sessions and organize personalized meetings with prospective clients,Manage appointments in coordination with the investment advisors' calendars
Ideal Candidate
Postsecondary education,Minimum of one year of experience in the industry or a related field,Comfortable using technological tools,Detail-oriented and persistent,Bilingual, spoken and written (French and English)
Minimum Education
Postsecondary education
Hard Skills
Soft Skills
Benefits
About the Company
National Bank of Canada
National Bank of Canada is one of the six systemically important banks in Canada, providing a comprehensive range of financial services to individuals, businesses, and institutional clients. Headquartered in Montreal, it is the leading financial institution in Quebec and holds strong positions across the country and internationally. The bank is committed to a people-first approach, fostering an entrepreneurial culture and sustainable growth for its communities.
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