Wealth Associate (On-Site) (Victoriaville)

Attendance On-Site Job number 32604
Category Support
Status: Permanent
Type of Contract: Permanent
Schedule: Full-Time
Posting date: 22-Apr-2026
Area(s) of interest: Wealth management
Location(s): Victoriaville

Your job

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

Prerequisites

• College diploma in a related field
• At least one year of relevant experience in a related field such as banking oper...