Wealth Associate at National Bank

Elevate client relationships as a Wealth Associate with National Bank. Collaborate with wealth advisors to enhance customer service and support client financial transactions effectively.

Join National Bank's Wealth Management team, a leading investment brokerage firm in Canada. As a Wealth Associate, you will work closely with investment advisors, ensuring exceptional service for over 400,000 clients. This position emphasizes teamwork while managing client files, performing transactions, and analyzing portfolio performance.

Key Responsibilities:

• Support investment advisors with client requests and inquiries

• Execute financial transactions, including securities purchases and sales

• Manage deposits, withdrawals, and account transfers

• Analyze and update client files accurately

• Prepare portfolio management reports and client meetings

Requirements:

• College or university diploma in a related field

• Two years of experience in banking or financial industries

• Completion of the Canadian Securities Course and investment exams

• Proficiency in Microsoft Office

• Strong customer service skills

Showcase your financial expertise and operational excellence in a supportive environment at National Bank.
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