Wealth Associate

Position: Wealth Associate at National Bank
Elevate client experience with National Bank as a Wealth Associate in a hybrid work model. Support investment advisors in delivering exceptional service and managing client accounts effectively.

As a Wealth Associate at National Bank Financial, you will play a crucial role in assisting wealth advisors with client requests and routine financial transactions. With two years of relevant experience, your expertise will ensure adherence to compliance rules while providing superior customer support.

Key Responsibilities:

• Support investment advisors in client services and requests

• Carry out financial transactions, including securities purchases

• Manage client files, including opening and updating documentation

• Produce detailed portfolio management reports

• Schedule client meetings and ensure compliance adherence

Requirements:

• Completed diploma in a related field

• Minimum two years of experience in banking or finance

• Completion of the Canadian Securities Course (CSC)

• Proficient in Microsoft Office

• Excellent customer service skills required

Bring your financial expertise and customer service skills to enhance client satisfaction at National Bank.
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