Overview

A career as a Wealth Associate at National Bank allows you to showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors stand out by offering exceptional customer service that positively impacts our clients for the long term.

We offer a hybrid (remote and in‑office) work model, flexible schedule arrangements, and flexible leave to support your work/life balance.

Responsibilities

• Support investment advisors in providing superior customer service and be available to meet client requests.
• Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments).
• Execute 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.