Join National Bank as an Operations Manager specializing in Wealth Management. In this hybrid role, ensure exemplary service delivery while leading a dedicated team of professionals.
Your focus will include overseeing operational tasks related to wealth management, training new associates, and coordinating client events. By supporting investment advisors with business plans and ensuring compliance, you will play a pivotal role in enhancing client interactions and productivity. Be a key player in a team striving for excellence.
Key Responsibilities:
• Lead administrative operations for wealth management services
• Supervise onboarding and training of current associates
• Coordinate and plan seminars for client engagement




• Support advisors in developing annual business strategies
• Ensure adherence to regulatory compliance and standards
Requirements:
• 5 years of relevant industry experience
• Diploma in a related field like finance or marketing
• Knowledge of current market trends and practices
• High proficiency in Microsoft Office applications
• Exceptional customer service capabilities
Drive operational success and improve client relationships as Operations Manager at National Bank.
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📌 Operations Manager for Wealth Management (Vancouver)
🏢 National Bank of Canada
📍 Vancouver