Wealth Associate

Position: National Bank Wealth Associate Opportunity
Join National Bank as a Wealth Management Associate in the Private Banking 1859 sector, where you'll provide advisory services to elite clients in a hybrid work environment. This role emphasizes a balance between remote and office tasks.

As a Wealth Associate, you will assist in administrative duties essential for managing client accounts and delivering top-notch customer service. You'll help prepare meetings, maintain accurate client files, and coordinate with various operational departments. Staying informed on market trends and ensuring compliance with regulations is key to your contribution.

Key Responsibilities:

• Manage client accounts and provide administrative support

• Prepare for meetings and maintain client records

• Serve as a resource for inquiries on products

• Facilitate administrative tasks in team business development

• Support financial planning and portfolio analysis

Requirements:

• Minimum two years of relevant experience

• College diploma; office administration is an asset

• Complete Canadian Securities Course (CSC)

• Proficient in Word and Excel

• Strong initiative and ability to work independently

Leverage your skills in financial services to build relationships with high-net-worth clientele at National Bank.
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