Join National Bank as a Wealth Associate and enjoy a versatile, hybrid work model that balances professional growth and personal life. Play a crucial role in enhancing customer service while directly supporting wealth advisors.
This position offers a unique chance to work closely with wealth advisors in the Wealth Management team at National Bank. You will handle key administrative tasks, ensuring smooth communication and superior service delivery to clients. Responsibilities include analyzing client accounts, managing investment transactions, and scheduling appointments to assist advisors effectively.
Key Responsibilities:
• Facilitate communication between clients and advisory teams
• Deliver exceptional customer service by phone, email, and in-person




• Analyze client accounts for business development activities
• Process investment account transactions diligently
• Arrange meetings and manage advisors’ schedules
Requirements:
• College diploma in a relevant field
• Minimum one year of customer service or banking experience
• Familiarity with Microsoft Office applications
• Excellent organizational and prioritization skills
• Knowledge of compliance and risk management protocols
Your dedication to client satisfaction and operational excellence will be essential in creating lasting impacts at National Bank.
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📌 Hybrid Wealth Associate Opportunity (Kirkland)
🏢 National Bank of Canada
📍 Kirkland