Wealth Associate
Description
The Wealth Associate will collaborate with clients and colleagues within the Wealth Management team at National Bank. This role involves assisting wealth advisors in delivering exceptional customer service to positively impact clients long-term.
What We're Looking For
Ensure effective communication between all parties (clients, advisors, and various collaborators),
Provide superior customer service in person, on the phone, and by email,
Analyze client accounts to prepare for activities that support wealth advisors in their business development,
Diligently carry out transactions related to investment accounts,
Open and update client files,
Coordinate advisors' agendas, schedule appointments, and prepare clients meetings,
Ensure adherence to compliance and risk management rules
Ideal Candidate
College diploma in a related field,
At least one year of relevant experience in a related field such as banking operations, customer service, or administration,
Good knowledge of the Microsoft Office suite,
Organizational and priority management skills
Minimum Education
College diploma
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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