Wealth Advisor Support Specialist
LifeWorks
National Bank is seeking a Wealth Associate to join Team Guy Côté in Montreal. You will support wealth advisors by delivering exceptional client service and handling routine financial transactions with accuracy.
You will open, update and analyze client files, coordinate meetings, and ensure compliance with risk management standards while contributing to a high-touch client experience.
#J-18808-LjbffrVacancy posted -107
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