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Wealth Associate

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National Bank
πŸ“ sherbrooke, Canada
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Location sherbrooke
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Posted June 04, 2026
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Commute Local Area
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Local Opportunity Near You!

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Job Description

A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select group of international clients.

Your role:Β 

  • Assist advisors or private advisors with the administrative tasks related to managing clients' accounts
  • Offer top-quality customer service, prepare client meetings, and act as a resource person for questions related to products, procedures, and policies.
  • Open and keep client files up to date
  • Be the administrative link between the different operational departments to effectively perform required activities
  • Carry out a variety of administrative tasks related to the team’s business development and financial trans...

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πŸ“ Location Details

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City
sherbrooke
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Country
Canada
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Commute
Local Area

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