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 workplace. 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 new 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