Elevate your career as a Wealth Associate with the Wealth Management team at National Bank, embracing hybrid work flexibility. Collaborate closely with wealth advisors to deliver outstanding customer service that strengthens client relationships.
As a member of National Bank's Wealth Management team, you will engage in meaningful work supporting wealth advisors. This role emphasizes effective communication, exceptional service, and transaction management. You will also analyze client accounts and ensure adherence to compliance regulations, all while enjoying a work-life balance.
Key Responsibilities:
- Communicate effectively with clients and advisors
- Provide exceptional customer service in various formats
- Analyze client accounts to support advisors
- Manage investment account transactions diligently
- Coordinate advisors' schedules and prepare meetings
Requirements:
- College diploma in a related field
- Minimum one year of relevant experience
- Proficiency in Microsoft Office suite
- Strong organizational and priority management skills
- French language skills are required
Support wealth advisors in creating outstanding client experiences as a Wealth Associate at National Bank.
Wealth Associate at National Bank in Brossard employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
