Wealth Associate

Full-time Other-General

A career as an Associate in the Family Wealth Management Schulman Group at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

Your job:

• Provide administrative support to the team to deliver superior customer service in person, on the phone, and by email
• Coordinate the schedules of wealth management advisors
• Support during client events
• Organize the delivery of client gifts ( Christmas, live events, etc.)
• Help develop and keep marketing materials up to date
• Manage the team's brand image
• Ensure compliance with rules and risk management

Your team:

National Bank Financial - Wealth Management is the fifth largest investment brokera...