Accelerate your career as a Hybrid Wealth Associate at National Bank, where you'll deliver exceptional client service and support wealth management operations. This role is focused on enhancing the advisor-client relationship through diligent service.
In this role with National Bank Financial, the fifth largest investment brokerage in Canada, you’ll collaborate directly with wealth advisors. Your responsibilities include ensuring effective communication, managing transactions, and preparing for client meetings. With a focus on compliance and risk management, you will contribute significantly to the wealth management team’s success.
Key Responsibilities:
• Facilitate effective exchanges between clients and advisors
• Provide outstanding customer service through various platforms
• Analyze accounts to assist wealth advisors’ strategies
• Carry out investment account transactions meticulously
• Coordinate and prepare for client meetings and appointments
Requirement...