Embrace a career as a Client-Focused Wealth Associate. Collaborate with wealth advisors to provide responsive customer service while managing financial operations in a hybrid setting.
This role entails working closely with investment advisors to ensure positive client relationships. Key tasks include executing financial transactions, administrating client files, and adhering to compliance rules. The hybrid model offers you the chance to find a work/life balance while excelling in a collaborative environment.
Key Responsibilities:
• Assist investment advisors in delivering superior service
• Execute purchases, sales, and adjustments for securities
• Process client deposit, transfer, and withdrawal requests
• Maintain and update client information systematically
• Schedule client appointments and manage agendas
Requirements:
• Relevant diploma in finance or equivalent
• 2 years of banking or financial industry experience
• Canadian Securities Course completion preferred
• Excellent Microsoft Office skills required
• Solid multitasking and organizational abilities
Support investment advisors in enhancing client satisfaction and operational effectiveness in a versatile work environment.
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Apply on Kit Job: kitjob.ca/job/2fseul
📌 Client-Focused Wealth Associate (Richmond Hill)
🏢 Banque Nationale du Canada
📍 Richmond Hill
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