Wealth Associate (Sherbrooke)

Overview

A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank offers the opportunity to provide services and advice to a discerning high‑net‑worth clientele, including individuals, corporations and government agencies across Canada, as well as specialised services to select international clients.

Work is flexible, with a hybrid model (remote and office) and arrangements to support work/life balance—including flexible leave.

Your role

• Assist advisors or private advisors with the administrative tasks related to managing clients' accounts.
• Provide top‑quality customer service, prepare client meetings, and serve as a resource for questions about products, procedures, and policies.
• Open and keep client files up to date.
• Act as the administrative link between operational departments to execute required activities.
• Carry out a variety of administrative tasks related to the t...