Become a Wealth Associate at National Bank and play a key role in delivering high-quality customer service to clients. Collaborate with financial advisors to manage investment processes and ensure compliance.

As a Wealth Associate, you will assist wealth advisors in providing outstanding service to clients, helping to maintain solid financial relationships. Responsibilities include processing transactions, updating client files, and supporting meetings—all while adhering to compliance and risk standards. Join a team that values your contributions and mission to positively impact client lives.

Key Responsibilities:
• Aid investment advisors with client service interactions
• Handle transactions like purchases and sales of securities
• Follow up on deposit and transfer instructions




• Analyze, open, and manage client files meticulously
• Organize and prepare for client meetings and appointments

Requirements:
• College or university diploma in finance-related field
• Minimum two years of experience in banking or finance
• Completion of required certification courses
• High proficiency in Microsoft Office applications
• Excellent teamwork and problem-solving abilities

Contribute effectively to client satisfaction and assist in investment management as a Wealth Associate at National Bank.
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📌 Client-Focused Wealth Associate Role (British Columbia)
🏢 National Bank of Canada
📍 British Columbia