Job opportunity
Wealth Client Services Associate
Banque Nationale du Canada
National Bank Financial - Wealth Management is seeking a Wealth Associate to support investment advisors and deliver exceptional client service. You will help improve client experiences by coordinating transactions, updating files, and preparing meetings, while ensuring compliance and risk controls.
As part of a close-knit team, you will manage client files, schedule appointments, and communicate with clients, advisors, and partners to align on financial planning and services.
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Apply on source site As part of a close-knit team, you will manage client files, schedule appointments, and communicate with clients, advisors, and partners to align on financial planning and services.
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