Wealth Associate - laval

Associate – Wealth Management Team

A career as an Associate in the Wealth Management team at National Bank will give you the opportunity to collaborate with clients and colleagues, providing exceptional customer service that positively impacts long‑term client relationships.

Responsibilities

• Ensure effective communication between all parties (clients, advisors, and collaborators).
• Provide superior customer service in person, over the phone, and by email.
• Analyze client accounts to prepare for activities that support wealth advisors in their business development.
• Carry out transactions related to investment accounts with diligence.
• Open and update client files.
• Coordinate advisors’ agendas, schedule appointments, and prepare client meetings.
• Ensure adherence to compliance and risk management rules.

Prerequisites

• College diploma in a related field.
• At least one y...