Associate

A career as an Associate in the Wealth Management team at National Bank offers you the opportunity to demonstrate your ability to work synergistically with clients and colleagues. In this role, you will help wealth advisors stand out by providing exceptional customer service that positively impacts our clients over the long term.

Responsibilities

• Ensure effective communication between all parties (clients, advisors, and collaborators)
• Provide superior customer service in person, by 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
• Open and update client files
• Coordinate advisors’ agendas, schedule appointments, and prepare clients for meetings
• Ensure adherence to compliance and risk‑management rules

Your te...