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Last updated: 11 hours ago

Wealth Associate (Hybrid)

National BankSherbrooke, Quebec
Full-time +2

A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele.In this role, you will off...Show more

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Développeur.euse .net

LEVIOSherbrooke
Full-time

Vous souhaitez vous épanouir dans un environnement de travail stimulant ? Joignez-vous au leader en transformation numérique et boostez votre carrière chez Levio.Nous vous proposons une opportunité...Show more

Developer, software

Nord QuantiqueSherbrooke, QC, Canada
Permanent

Langue de travail: Anglais ou Français.Heures de travail: 40 hours per week.Electronic, electrical or aerospace manufacturing company.Write, modify, integrate and test software code.Maintain existi...Show more

Account Executive, Mid-Market

MotionSherbrooke, QC, CA
Full-time +1

Motion is creating the command center for creative strategists:.AI-driven analytics and intelligence platform that bridges the gap between performance marketers and creative teams, helping them unc...Show more

Software Developer – C# /.NET / Azure

ELITSSherbrooke
Full-time

Our parent company Iver has 1, employees today and is growing and now we are looking for new employees who want to join our journey.As part of Accelerate at Iver, you are at the absolute forefront ...Show more

Gestionnaire de comptes / Account Manager

Integrated Power ServicesSherbrooke, QC, CA
Full-time

Chez IPS, nous œuvrons au sommet de notre industrie.Notre culture est portée par l'innovation, la curiosité et un esprit de compétition sain — des valeurs qui se reflètent dans chaque relation clie...Show more

Analyste programmeur.NET/C#/Angular

Exposant 3Sherbrooke, Quebec, .CA
Full-time
Quick Apply

Exposant 3 est une firme de services-conseils spécialisée en gestion des affaires et en technologies de l'information.Nous accompagnons les organisations publiques et privées dans leur croissance e...Show more

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Wealth Associate (Hybrid)

Wealth Associate (Hybrid)

National BankSherbrooke, Quebec
11 hours ago
Job type
  • Full-time
  • Part-time
  • Permanent
Job description
Attendance
Hybrid
Job number
32645
Category
Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Full Time / Part Time?
Full-Time
Posting date
29-Apr-2026
Area(s) of interest: Wealth management
Location(s): Sherbrooke

A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as specialized services to a select group of international clients.

Your role:

  • Assist advisors or private advisors with the administrative tasks related to managing clients' accounts
  • Offer top-quality customer service, prepare client meetings, and act as a resource person for questions related to products, procedures, and policies.
  • Open and keep client files up to date
  • Be the administrative link between the different operational departments to effectively perform required activities
  • Carry out a variety of administrative tasks related to the team’s business development and financial transactions
  • Help prepare portfolio analyses and/or financial planning
  • Keep up to date on financial markets
  • Ensure adherence to compliance and risk management rules

Your team:

To serve distinctive clients in a market with strong potential, you’ll be part of a passionate team that is committed to going the extra mile. You will work closely with sector members and report to the Vice-President, Private Banking 1859.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

  • Completed college diploma and two years of relevant experience
  • Office administration studies, an asset
  • Customer service experience
  • Successful completion of the Canadian Securities Course (CSC) and Conduct and Business Practices Handbook Course
  • Knowledge of Word and Excel
  • Ability to work under pressure
  • Autonomy, initiative and discipline
Languages:
French

Skills

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Communication Critical Thinking Information Analysis Multitasking Organization Skills Problem Solving Stress Management Teamwork Wealth Management Cybersecurity Accountability Client-focused Detail-oriented Digital literacy Initiative
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!
Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal