Wealth Advisor Support At National Bank
Job in
Edmonton, Alberta, Canada
Listed on 2026-06-03
Listing for:
National Bank of Canada
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Consultant, Bank Customer Service, Financial Sales -
Customer Service/HelpDesk
Banking & Finance, Bank Customer Service
Job Description & How to Apply Below
Overview
Join National Bank as a Wealth Associate and play a crucial role in financial services. Enhance relationships with clients by supporting wealth advisors with exceptional service. As part of the National Bank Financial team, you will assist investment advisors in providing seamless service to a diverse client base across Canada.
Responsibilities- Facilitate superior service alongside investment advisors
- Process financial transactions, including securities trading
- Manage client fund activities such as deposits and withdrawals
- Create and maintain detailed client management reports
- Book and efficiently organize client meetings
- Related post-secondary diploma required
- Two years in banking or financial roles
- Successful completion of Canadian Securities Course (CSC)
- Proficient in Microsoft Office tools
- Excellent abilities in customer support;
Excel in client relations and financial operations as a Wealth Associate at National Bank.
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