Wealth Management Associate

Position: Wealth Management Associate at National Bank
Elevate your career as a Wealth Management Associate with National Bank. Provide exceptional client service, support investment advisors, and excel in financial transactions and operations.

In this role, you will assist investment advisors at National Bank, ensuring client satisfaction through effective management of operational tasks. Your strong multitasking and organizational skills will be essential in handling financial transactions, producing portfolio management reports, and preparing for client meetings.

Key Responsibilities:

• Assist investment advisors in delivering client service excellence

• Handle financial transactions and necessary adjustments

• Maintain client files and accurate records

• Produce and analyze portfolio management reports

• Organize client meetings and schedules efficiently

Requirements:

• Diploma in finance or a related area

• Two years relevant experience in banking or finance

• Completion of Canadian Securities Course (CSC)

• Strong knowledge of Microsoft Office suite

• Excellent service-oriented communication skills

Leverage your financial expertise and commitment to client service as a Wealth Management Associate at National Bank.
#J-18808-Ljbffr