Associate (Hybrid)
Apply with your own terms
A career opportunity to join the Wealth Management team at National Bank as an Associate, where you will demonstrate your ability to collaborate with both clients and colleagues. Your role involves supporting wealth advisors by delivering outstanding client service that leaves a lasting positive impact.
Key Responsibilities:
- Foster effective communication among clients, advisors, and collaborators.
- Deliver top-notch customer service in-person, via phone, and email.
- Prepare analyses of client accounts for activities aiding wealth advisors in business growth.
- Diligently execute investment account transactions.
- Manage and update client files.
- Organize advisors’ schedules, book appointments, and arrange client meetings.
- Ensure compliance with risk management protocols.
Join the Wealth Management team at National Bank as an Associate, where you’ll support wealth advisors with your exceptional client service skills. Enjoy the benefits of a hybrid work model, comprehensive benefits, and opportunities for growth in a firm that values collaboration, flexibility, and inclusivity. ?
Job offer are open to all, without discrimination and in gender equality.
Throughout the website, gender-specific terms may be used in order to ease the text flow.
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