Wealth Management Associate at National Bank

Explore the role of Wealth Associate at National Bank, where your focus on clients and teamwork makes a difference. Experience a hybrid work setting while delivering exceptional service to clients.

In the position of Wealth Associate with National Bank Financial – Wealth Management, your support of investment advisors is instrumental in creating lasting client relationships. You'll handle various financial operations, client file management, and compliance adherence. Benefit from a flexible work schedule that contributes to your work/life integration.

Key Responsibilities:

• Provide top-tier support to investment advisors

• Process financial transactions with attention to detail

• Conduct comprehensive management of client files

• Organize client meetings and maintain schedules

• Ensure compliance with regulatory requirements

Requirements:

• Relevant diploma from college or university

• Two years of experience in financial or banking services

• Completion of Canadian Securities Course or equivalent training

• Excellent skills in Microsoft Office suite

• Good understanding of compliance standards

Bring your keen administration, client focus, and financial operations expertise to National Bank as a Wealth Associate.
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