Wealth Associate at National Bank

Elevate client relations as a Wealth Associate at National Bank. Collaborate with wealth advisors to enhance customer satisfaction and manage financial transactions.

In this dynamic role at National Bank Financial, you will provide crucial support to investment advisors in delivering exceptional service. Your responsibilities will include conducting financial operations, managing client files, and ensuring adherence to compliance regulations. A strong focus on teamwork and client interaction is essential for driving long-term success.

Key Responsibilities:

• Support advisors in superior customer service delivery

• Coordinate routine financial transactions with diligence

• Manage deposits, withdrawals, and currency conversions

• Analyze and maintain detailed client records

• Schedule appointments and prepare for client meetings

Requirements:

• College or university diploma in a related field

• Two years of experience in the financial sector

• Completion of Canadian Securities Course (CSC)

• Proficient in Microsoft Office suite

• Strong communication and organizational skills

Utilize your organizational and analytical skills as a Wealth Associate at National Bank, enhancing client relations and operational efficiency.
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