Embark on a rewarding career as a Wealth Associate, enhancing client services while supporting investment advisors. Showcase your expertise in customer service and operational excellence within a hybrid work model.
In this role, you will be instrumental in providing exceptional service to wealth advisors. With 3-5 years of relevant experience and a solid foundation in finance, you will work collaboratively to meet various client needs. Key responsibilities include managing financial transactions, supporting account operations, and maintaining client portfolios with precision.
Key Responsibilities:
• Assist advisors in delivering superior customer service
• Manage routine financial transactions and adjustments
• Handle deposits, withdrawals, and currency conversions
• Analyze and update client files with accuracy
• Oversee administrative tasks, scheduling, and meetings
Requirements:
• College diploma or university degree in a related field
• 2 years experience in banking or finance required
• Completion of Canadian Securities Course preferred
• Proficient in Microsoft Office suite
• Strong analytical and communication skills
Elevate your career in wealth management by supporting advisors and serving clients with dedication and precision.
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Apply on Kit Job: kitjob.ca/job/2fskv2
📌 Wealth Associate Supporting Advisors with Client-Focused Excellence (Calgary)
🏢 Banque Nationale du Canada
📍 Calgary
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