Join National Bank as a Wealth Associate, where exceptional service meets financial expertise. Collaborate with wealth advisors to enhance client satisfaction through effective transaction handling and detailed file management.

In this position, your key role is to support investment advisors by providing prompt responses to client requests and carrying out essential financial operations. You will manage client documentation, adhere to compliance regulations, and facilitate smooth client interactions. Your role will be pivotal in fostering long-term relationships through attention to detail and effective communication.

Key Responsibilities:
• Assist advisors in superior client service delivery
• Process routine financial transactions accurately
• Fulfill deposit, withdrawal,



and conversion requests
• Analyze and maintain comprehensive client files
• Coordinate client appointments and relevant documentation

Requirements:
• Relevant college or university diploma required
• Two years of back-office banking or financial experience
• Completion of the Canadian Securities Course (CSC) preferred
• Familiarity with Microsoft Office suite essential
• Robust analytical and organizational skills required

Support client relationships and enhance wealth management services at National Bank as a Wealth Associate.
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📌 Wealth Management Associate at National Bank (Ontario)
🏢 National Bank of Canada
📍 Ontario