Enhance client relations as a Customer-Focused Wealth Associate at National Bank. Collaborate with advisors to deliver outstanding service in a flexible work setting.
This role is essential for supporting investment advisors by attending to client requests and financial needs. You will engage in critical tasks such as managing transactions, analyzing client data, and creating portfolio reports. Your organizational abilities will help streamline client interactions and ensure compliance with industry standards.
Key Responsibilities:
• Support investment advisors by addressing client inquiries
• Handle routine financial transactions seamlessly
• Analyze and update client files with precision
• Create detailed portfolio management reports
• Manage scheduling and administrative duties proactively
Requirements:
• Minimum two years in the financial or insurance sector
• Completion of the Canadian Securities Course (CSC)
• Excellent proficiency with Microsoft Office
• Robust critical thinking and communication skills
• Attention to detail and compliance awareness
Join National Bank as a Wealth Associate to combine client-centered service with financial acumen.
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📌 Customer-Focused Wealth Associate (Richmond Hill)
🏢 National Bank of Canada
📍 Richmond Hill