Join National Bank as a Wealth Associate in Winnipeg, where your client-service mindset and operational excellence will enhance the client experience. Collaborate with Wealth Advisors to fulfill client requests with accuracy and professionalism.
This vital role requires a detail-oriented individual who thrives in a structured environment. You will support wealth advisors by managing transactions, preparing documentation, and integrating new technology. Your contributions will ensure that client instructions are completed smoothly and efficiently.
Key Responsibilities:
• Support wealth advisors in achieving excellent client service
• Execute deposit, withdrawal, and account transactions accurately
• Prepare and process client documentation, requests, and forms




• Monitor submitted instructions and follow-up on outstanding items
• Assist in the integration of new technology within the team
Requirements:
• Two years of experience in financial services or related field
• Completed college or university diploma in a relevant field
• Knowledge of Microsoft Office, particularly Excel
• Strong attention to detail and organization skills
• Willingness to learn current internal systems and processes
Bring your commitment to client service and detail-oriented approach to National Bank's Wealth Management team in Winnipeg.
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📌 Wealth Associate at National Bank (Winnipeg)
🏢 Banque Nationale du Canada
📍 Winnipeg