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National Bank of Canada
Hybrid Senior Wealth Advisor & Portfolio StrategistNational Bank of Canada • Quebec, Capitale-Nationale, CA
Hybrid Senior Wealth Advisor & Portfolio Strategist

Hybrid Senior Wealth Advisor & Portfolio Strategist

National Bank of Canada • Quebec, Capitale-Nationale, CA
30+ days ago
Job type
  • Full-time
Job description
A major financial institution in Quebec is looking for a Senior Wealth Associate to collaborate closely with investment advisors to enhance client experiences. You will play a crucial role in analyzing client accounts, managing onboarding processes, and ensuring exceptional customer service. This position offers a hybrid work model and competitive benefits, including a health and wellness program, pension plan, and employee assistance programs. Strong skills in portfolio management, marketing, and financial planning are essential, as well as a completed diploma in a related field. #J-18808-Ljbffr
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Hybrid Senior Wealth Advisor & Portfolio Strategist • Quebec, Capitale-Nationale, CA

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