Wealth Management Associate

Position: Wealth Management Associate at National Bank
Embark on your journey as a Wealth Associate with National Bank, where you can positively influence client experiences while enjoying flexible work options. Team up with investment advisors for success.

In this role within National Bank Financial, you will empower wealth advisors to deliver exceptional services while managing essential client transactions. This position is ideal for those with 3-5 years of experience and a licensure in finance. Your work will enhance customer satisfaction and drive positive outcomes in client relationships.

Key Responsibilities:

• Support advisors in providing top-tier customer service

• Process routine financial transactions accurately

• Execute deposits, withdrawals, and currency adjustments

• Maintain and update client files diligently

• Generate insightful portfolio management reports

Requirements:

• Completed diploma in a relevant discipline

• Two years of experience in financial or banking sectors

• Successful completion of Canadian Securities Course

• Excellent competency in Microsoft Office

• Strong commitment to customer service excellence

Contribute your financial acumen and service dedication to National Bank's dynamic Wealth Management team.
#J-18808-Ljbffr