Drive impactful client service as a Wealth Management Associate at National Bank. Partner with advisors to ensure exceptional client experiences in a hybrid mode.
In this role, you will play a key part in supporting investment advisors by effectively managing client requests and financial transactions. Your expertise will be essential when analyzing client files and generating portfolio reports. By adhering to compliance guidelines, you will contribute to the integrity of operations and help enhance client trust.
Key Responsibilities:
• Provide top-tier customer service to clients
• Execute financial transactions including deposits and withdrawals
• Analyze, open, and maintain accurate client records




• Produce and review portfolio management documentation
• Organize administrative tasks and client meetings efficiently
Requirements:
• Two years of relevant banking experience required
• Completion of the Canadian Securities Course (CSC)
• Proficient in Microsoft Office applications
• Solid problem-solving and communication abilities
• Meticulous attention to detail and adherence to compliance standards
Excel in wealth management by delivering superior service and financial solutions at National Bank.
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📌 Wealth Management Associate Role Richmond Hill (Canada)
🏢 National Bank of Canada
📍 Canada