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 recent 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. #J-18808-Ljbffr

📌 Wealth Associate at National Bank (Winnipeg)
🏢 Banque Nationale du Canada
📍 Winnipeg