Wealth Associate at National Bank

Elevate your career as a Wealth Associate with National Bank, offering exceptional customer service while supporting investment advisors. This full-time onsite position is pivotal to enhancing client experiences and financial management.

As a Wealth Associate, you will collaborate closely with investment advisors to ensure superior service and respond effectively to client requests. Key responsibilities include conducting financial transactions, managing client files, and scheduling appointments while maintaining compliance standards. Your skills in organization, customer service, and financial knowledge will be instrumental in this role.

Key Responsibilities:

• Support investment advisors in exceptional customer service

• Perform financial transactions accurately and promptly

• Manage and update client files for service efficiency

• Facilitate scheduling and preparation for client meetings

• Communicate effectively with clients and colleagues

Requirements:

• Diploma in a related field required

• Two years of experience in financial services

• Completion of Canadian Securities Course (CSC)

• Strong Microsoft Office proficiency

• Knowledge of financial planning and compliance rules

Utilize your organizational skills and customer service expertise to enhance the Wealth Management team at National Bank.