Advance your career with National Bank as a Wealth Management Associate. Engage directly with clients and wealth advisors in a hybrid work environment to deliver outstanding service.

As part of the Wealth Management team at National Bank Financial, you will play a significant role in client interactions and support for wealth advisors. This position emphasizes effective communication, managing client files, and analyzing accounts for business development. You'll need robust organizational skills and a dedication to customer service.

Key Responsibilities: • Ensure effective communication between clients and advisors • Provide exceptional service by phone, email, and in-person • Analyze client accounts and facilitate advisor support • Execute investment account transactions • Schedule client meetings and manage advisors’ calendars

Requirements: • College diploma in a relevant field • One year of experience in customer service or banking • Proficient in Microsoft Office • Excellent prioritization and organization skills • Comfortable in a hybrid work setting

Join National Bank's Wealth Management team to apply your communication and client service skills. #J-18808-Ljbffr

📌 National Bank Wealth Management Role (Winnipeg)
🏢 National Bank of Canada
📍 Winnipeg