Wealth Associate (Quebec City)

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 to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients, specifically within the Khalil Advisor Group.

We want to contribute to your quality of life by offering as much flexibility as possible in your work. We provide a hybrid (remote and in‑office) work model, work schedule arrangements to help you achieve work/life balance, and adaptable leave you can take when it’s important to you.

Responsibilities

• Ensure effective communication between all parties (clients, advisors, and various 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 dev...