Elevate your career as a Wealth Management Associate at National Bank, where you’ll enhance client services and collaborate with investment advisors. Drive client satisfaction through effective support and service.
As a Wealth Management Associate, your role will focus on providing stellar support to wealth advisors while managing various customer service tasks. You will be responsible for financial transactions, client file analysis, and ensuring adherence to compliance standards. Excellent organizational skills and attention to detail will help you thrive in this energetic team.
Key Responsibilities:
• Assist investment advisors with client requests
• Manage all financial transaction operations
• Implement instructions for account management




• Analyze, update, and maintain client information
• Create portfolio management reports for advisors
Requirements:
• College or university degree in a relevant field
• Two years of experience in banking or finance
• Certification in the Canadian Securities Course
• Proficient in Microsoft Office programs
• Strong analytical and communication abilities
Support National Bank’s mission to enhance lives through exceptional wealth management services.
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📌 Wealth Management Associate at National Bank (Halifax Regional Municipality)
🏢 National Bank of Canada
📍 Halifax Regional Municipality