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 skilled 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
Robust 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 (Canada)
🏢 National Bank of Canada
📍 Canada