Overview

A career as a Wealth Associate at the National Bank is an opportunity to work closely with clients and colleagues to deliver exceptional customer service and long‑term value.

Responsibilities

• Support investment advisors in providing superior customer service and respond to client requests.
• Execute routine operations related to financial transactions, e.g., purchases and sales of securities and necessary transaction adjustments.
• Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow‑up.
• Analyze, open, and update client files.
• Produce portfolio management reports.
• Administer client files by managing agendas, scheduling appointments, and preparing for client meetings.
• Ensure adherence to compliance and risk management rules.

Prerequisites

• Completed college and/or university diploma in a ...