Apply on Kit Job: kitjob.ca/job/2figo2

Become a Wealth Associate and deliver exceptional service in a hybrid work workplace.

Collaborate with wealth advisors to manage client interactions and ensure satisfaction.

In this role, you will play a vital part in supporting investment advisors by responding to client needs and executing necessary transactions.

You will handle administrative tasks, manage client files, and produce insightful reports.

Your contribution will uphold compliance and risk management protocols while aiming to enhance overall customer experience.

Key Responsibilities:
• Provide timely support to investment advisors
• Execute transactions for clients' investment accounts
• Administer and update client files
• Produce detailed portfolio management reports
• Schedule appointments and manage agendas

Requirements:
• Completed diploma in financial services or related field
• Minimum of 2 years relevant industry experience
• Canadian Securities Course completion required
• Proficiency in Microsoft Office applications
• Strong customer service aptitude

Apply your skills to excel in a supportive wealth management role that prioritizes client satisfaction.
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Apply on Kit Job: kitjob.ca/job/2figo2

📌 Dynamic Wealth Associate Position (Oakville)
🏢 National Bank
📍 Oakville