Join National Bank as a Wealth Associate, enhancing client support and investment advisory operations. Your focus will be on providing outstanding customer service and operational efficiency.
In this role at National Bank Financial, you will support a team of investment advisors by ensuring clients receive timely and professional service. Responsibilities include managing transactions, maintaining compliance, and preparing comprehensive client reports. This position is ideal for those who excel in analytical environments and have a passion for client engagement.
Key Responsibilities:
• Assist investment advisors with superior client support
• Process financial transactions and adjustments
• Maintain and analyze client files accurately




• Generate and present portfolio management reports
• Organize appointments and client meetings for advisors
Requirements:
• Related diploma from college/university
• Minimum two years of experience in finance or banking
• Completion of Canadian Securities Course preferred
• Solid Microsoft Office skills
• Proven customer service abilities
Utilize your analytical skills and customer service expertise at National Bank to drive exceptional client relations.
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📌 Wealth Associate with National Bank Financial (Edmonton)
🏢 National Bank of Canada
📍 Edmonton