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 current 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