Wealth Management Associate

Training Cohort

Private Wealth Management 1859 is dedicated to providing wealth management services and advice to a distinctive and affluent clientele. It is part of National Bank, which offers a wide range of financial services to individuals, businesses, and public administrations across Canada, as well as specialized services to a select group of international clients.

To capture this high-potential market, Private Wealth Management 1859 aims to build a team of professionals-true passionate individuals committed to delivering an unparalleled level of service to its distinctive clientele. By redefining close relationships, the members of Private Wealth Management 1859 will stand out from the competition and from anything currently offered in the market.

Your Role:

• Assist the Private Wealth Advisor in all administrative tasks related to managing client accounts.
• Provide superior customer service, prepare client meeting...