Elevate client experiences as a Senior Wealth Associate/Operations Manager at National Bank with a hybrid work model. Collaborate with investment advisors to ensure exceptional service and seamless operations.

As part of the National Bank Financial – Wealth Management team, you will lead administrative tasks, oversee onboarding, and provide top-notch customer service. This role requires you to develop marketing materials, coordinate client seminars, and assist investment advisors in business planning. Your expertise will help shape the overall client experience and ensure operational consistency.

Key Responsibilities:



• Ensure smooth account management and administrative tasks • Develop effective marketing materials for investment advisors • Coordinate client seminars and plan engaging content • Oversee onboarding and training for current team members • Monitor compliance with regulations and internal standards

Requirements: • Minimum 5 years in portfolio management or financial planning • College or university diploma in a related field • Current CIRO requirements for IR registration • Proficient in Microsoft Office and technology use • Robust customer service skills and market knowledge

Lead the operations and enhance customer satisfaction while working flexibly at National Bank.

📌 Senior Wealth Associate Operations Manager Winnipeg (Canada)
🏢 National Bank of Canada
📍 Canada