Wealth Associate (Saint-Prosper), Saint-Prosper-de-Champlain

A career as an Associate in the Wealth Management team at National Bank will give you the opportunity to show 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 over the long term, specifically within the Richard Cloutier Wealth Management team.Responsibilities

Ensure effective communication between all parties (clients, advisors, and 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 Carry out transactions related to investment accounts diligentlyOpen and update client files Coordinate advisors’ agendas, schedule appointments, and prepare client meetings Ensure adherence to compliance and risk‑management rules Prerequisites

College diploma in a related field At least one year of relevant experience in banking operations, customer service, or administration Good knowledge of the Microsoft Office suite Organizational and priority‑management skills CIRE: Canadian Investment Regulatory Exam Benefits

Competitive compensation Flexible benefits to promote wellbeing for you and your family, including a health and wellness program with many options Flexible group insurance Generous pension plan Employee Share Ownership Plan Employee and family assistance program Preferential banking servicesInvolvement in community initiatives Telemedicine service Virtual sleep clinic We strive to provide a barrier‑free and accessible environment to all employees. If you require accommodations, please let us know during the hiring process.

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