Associate – Wealth Management
National Bank of Canada invites you to apply for the Associate role in our Wealth Management team.
Overview
The Associate supports wealth advisors by delivering exceptional customer service and ensuring seamless communication across clients, advisors, and collaborators.
Responsibilities
- Communicate effectively among clients, advisors, and collaborators.
- Provide superior customer service in person, on the phone, and via email.
- Analyze client accounts to prepare support for wealth advisors.
- Execute transactions related to investment accounts.
- Open and update client files.
- Coordinate advisors' agendas, schedule appointments, and prepare client meetings.
- Ensure adherence to compliance and risk‑management rules.
Prerequisites