Join National Bank as a Wealth Associate, where you'll provide outstanding customer service to clients and support wealth advisors effectively. Engage in tasks that lead to client satisfaction in wealth management.
The Wealth Associate role involves collaborating with investment advisors to deliver exceptional service and manage client accounts effectively. You'll handle financial transactions, prepare client meetings, and ensure compliance. With your analytical mindset and multitasking ability, you'll greatly contribute to a positive experience for clients and advisors alike.
Key Responsibilities:
• Deliver superior customer support to investment advisors
• Conduct financial transactions related to securities sales




• Follow up on client deposits and withdrawals
• Analyze, update, and maintain client files
• Prepare detailed portfolio management reports
Requirements:
• Relevant college or university diploma
• Two years of experience in financial services
• Complete the Canadian Securities Course
• Expertise in Microsoft Office tools
• Excellent communication and problem-solving skills
Bring your strengths in customer service and teamwork to the Wealth Management team at National Bank.
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📌 National Bank Wealth Associate Role (Halifax Regional Municipality)
🏢 National Bank of Canada
📍 Halifax Regional Municipality