Join our team as a full-time Wealth Associate in Victoriaville, specializing in client support and wealth management. Your expertise will facilitate effective communication and superior service for our clients.

This role focuses on providing exceptional support to wealth advisors and clients alike. You will analyze client accounts and manage advisor schedules while ensuring compliance with regulations. Be the friendly point of contact for clients, assisting them with inquiries and transactions.

Key Responsibilities: • Ensure effective communication among clients and advisors • Provide thoughtful customer service both in-person and digitally • Analyze client accounts for business development activities • Diligently manage all investment account transactions • Coordinate client meetings and prepare necessary documents

Requirements: • Diploma in a relevant field • At least one year in customer service or banking • Proficient in Microsoft Office applications • St...