Experienced Wealth Associate Position

Kickstart your career at National Bank as a Wealth Associate, where your client engagement skills can shine in a hybrid model. Contribute to a robust financial team and make a lasting impact.

As a Wealth Associate at National Bank, you will support experienced investment advisors in meeting client needs through exceptional service. This role requires 3-5 years of experience in the financial sector, focusing on transactions, compliance, and client relationship management. You'll ensure that client files are accurately maintained and help produce essential management reports, reinforcing your critical role within the wealth management team.

Key Responsibilities:

• Provide superior support to investment advisors

• Execute securities transactions and necessary adjustments

• Implement client financial instructions meticulously

• Analyze and manage client documentation effectively

• Create detailed reports on client portfolios

Requirements:

• College degree or relevant university diploma

• Two years of experience in finance or banking

• Completion of Canadian Securities Course (CSC)

• Proficient in Microsoft Office Suite

• Strong detail-oriented and organizational skills

Make your mark in wealth management by joining National Bank and enhancing client experiences.
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