Wealth Associate

Position: Wealth Associate at National Bank
Elevate client experience as a Wealth Associate at National Bank. Collaborate with wealth advisors to deliver exceptional customer service and financial solutions that impact clients positively.

In this integral role, you will assist investment advisors in providing top-tier customer service. Your tasks will include managing financial transactions, updating client files, and producing insightful portfolio management reports. Attention to detail and compliance with risk management are essential for success in this position.

Key Responsibilities:

• Support investment advisors with superior client service

• Carry out financial transaction operations accurately

• Manage deposits, withdrawals, and account adjustments

• Produce detailed portfolio management reports

• Ensure compliance with industry regulations

Requirements:

• College or university diploma in a related field

• Two years of relevant financial industry experience

• Completion of Canadian Securities Course or equivalent

• Proficient in Microsoft Office suite

• Strong customer service skills and focus

Bring your financial expertise and customer service skills to the Wealth Management team at National Bank.
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