Wealth Associate
Description
The Wealth Associate will support wealth advisors at National Bank Financial – Wealth Management by providing exceptional customer service and fostering strong client and colleague relationships. Key tasks include managing communications, preparing client account analyses for business development, processing investment account transactions, updating client files, and coordinating advisor schedules while ensuring compliance.
What We're Looking For
Ensure effective communication between clients, advisors, and collaborators.,Provide superior customer service in person, by phone, and email.,Analyze client accounts to support wealth advisors in business development.,Diligently carry out transactions related to investment accounts.,Open and update client files.,Coordinate advisors' agendas, schedule appointments, and prepare client 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 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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