Location
trois rivières, mauricie, Canada
Posted
July 20, 2026
Job Description
Shape your future as a Wealth Management Associate with National Bank, where you'll provide exceptional client service in a hybrid work environment. This role offers both remote and in-office opportunities.
As a key member of the Wealth Management team, your contributions will significantly affect how wealth advisors engage with clients. You'll be responsible for maintaining effective communication, delivering top-notch service, conducting investment transactions, and analyzing accounts to aid in business growth. It's essential to adhere to compliance regulations and manage advisors’ schedules diligently.
Key Responsibilities:
• Facilitate communication between clients and advisors
• Offer superior customer service through various channels
• Conduct thorough analysis of client accounts
• Execute transactions for investment accounts
• Organize advisors' agendas and meetings
Requirements:
• Diploma in a relevant f...
As a key member of the Wealth Management team, your contributions will significantly affect how wealth advisors engage with clients. You'll be responsible for maintaining effective communication, delivering top-notch service, conducting investment transactions, and analyzing accounts to aid in business growth. It's essential to adhere to compliance regulations and manage advisors’ schedules diligently.
Key Responsibilities:
• Facilitate communication between clients and advisors
• Offer superior customer service through various channels
• Conduct thorough analysis of client accounts
• Execute transactions for investment accounts
• Organize advisors' agendas and meetings
Requirements:
• Diploma in a relevant f...