Elevate your career as a Wealth Associate at National Bank, focusing on exceptional customer service and collaborative support for wealth advisors. Enhance client relationships while managing investment transactions and administrative tasks.
In this role, you will provide critical support to investment advisors, ensuring superior service and timely responses to client needs. Your work will involve routine financial operations and the meticulous management of client files, enhancing the overall customer experience. This position requires proactive problem solving and a solid commitment to compliance and risk management.
Key Responsibilities:
• Support advisors in delivering exceptional customer service
• Execute financial transactions efficiently and accurately
• Manage deposit,



withdrawal, and transfer instructions
• Analyze and update client files thoroughly
• Administer client meetings by scheduling and preparing agendas
Requirements:
• Diploma in a relevant field required
• Two years of banking or financial industry experience
• Completion of Canadian Securities Course (CSC)
• Proficiency in Microsoft Office suite
• Strong communication and organizational skills
Utilize your financial expertise and client-focused approach in the Wealth Associate role at National Bank.
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📌 Wealth Associate with National Bank (Victoria)
🏢 National Bank of Canada
📍 Victoria