Wealth Associate at National Bank

Elevate your career as a Wealth Associate with National Bank, where synergy with clients and colleagues drives exceptional service. In this role, you will significantly impact long-term client relationships.

As a Wealth Associate within National Bank Financial - Wealth Management, you will support investment advisors by providing outstanding customer service. Your responsibilities will include handling financial transactions, analyzing client files, and ensuring compliance with regulations. You will also manage schedules and prepare for client meetings, fostering collaboration with wealth advisors.

Key Responsibilities:

• Support investment advisors by meeting client requests

• Handle securities transactions and necessary adjustments

• Manage deposits, withdrawals, and currency conversions

• Analyze and update client files efficiently

• Organize and prepare agendas for client meetings

Requirements:

• Two years of relevant banking or financial experience

• Completed Canadian Securities Course (CSC)

• Proficiency in Microsoft Office suite

• Strong customer service skills

• Knowledge of compliance and risk management regulations

Become a key player in delivering exceptional client experiences as a Wealth Associate at National Bank.