Wealth Associate at National Bank

Enhance client relations as a Wealth Associate with National Bank, earning CA $120,000 yearly. Support wealth advisors and deliver outstanding customer service for lasting client impact.

At National Bank Financial, you'll collaborate with wealth advisors to provide superior service. As a full-time Wealth Associate, your role involves handling financial transactions, managing client files, and maintaining compliance. Your ability to work closely with clients will be crucial in this rewarding position.

Key Responsibilities:

• Support wealth advisors with exceptional customer service

• Process financial transactions such as securities purchases

• Manage client deposits, withdrawals, and currency conversions

• Analyze, open, and update comprehensive client files

• Coordinate administrative tasks, including meeting schedules

Requirements:

• Completed college/university diploma in a related field

• Two years of relevant banking or financial industry experience

• Completion of Canadian Securities Course and regulatory exams

• Proficient in Microsoft Office suite

• Strong communication and problem-solving skills

Contribute to a people-first environment while advancing your career in Wealth Management at National Bank.