Become a Wealth Associate at National Bank and excel in client relations while supporting investment advisors. Provide top-notch customer service and enhance client experiences every day.
As a Wealth Associate, you'll play a vital role in assisting clients and supporting investment advisors. With responsibilities including financial transaction operations, client file management, and producing portfolio reports, your contributions will ensure smooth operations in wealth management. Solid analytical skills and customer focus will be key in shaping long-term client relationships.
Key Responsibilities:
• Support investment advisors with exceptional client services
• Process transaction operations for securities
• Manage deposits, withdrawals,



and transfers for accounts
• Analyze and maintain accurate client files
• Produce comprehensive portfolio management reports
Requirements:
• College or university diploma in a related field
• Two years of banking or financial industry experience
• Completion of the Canadian Securities Course
• Proficient in Microsoft Office suite
• Strong customer service and communication skills
Enhance your career in wealth management by providing valuable support to clients and advisors at National Bank.
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📌 Wealth Associate at National Bank (Halifax Regional Municipality)
🏢 National Bank of Canada
📍 Halifax Regional Municipality