Advance your career as a Wealth Associate at National Bank, where you will enhance client experiences through exceptional service. Collaborate with investment advisors to meet client needs efficiently. In this energetic role, you'll support advisors with financial transactions, manage client files, and engage in compliance practices. Success hinges on your critical thinking, organization, and teamwork as you strive to deliver top-tier service to clients. Key Responsibilities:
Provide support for client inquiries and transactions
Conduct routine financial operations accurately
Maintain and analyze client files with diligence
Schedule client appointments and manage agendas
Ensure adherence to compliance protocols Requirements:
Relevant college or university diploma
Two years in banking, insurance, or finance
Completed Canadian Securities Course (CSC)
Familiarity with Microsoft Office Suite
Robust initiative and problem-solving skills Leverage your client-focused mindset and organizational skills to support National Bank's Wealth Management objectives.

📌 National Bank Wealth Associate Role Mississauga
🏢 Banque Nationale du Canada
📍 Mississauga