Develop your financial career as a Wealth Associate at National Bank. Focus on providing outstanding client service and supporting investment advisors in transaction execution.

National

Bank’s Wealth Management team is looking for a motivated Wealth Associate. This role is vital for maintaining client satisfaction by assisting investment advisors with operations related to financial transactions. You will play a crucial part in managing administrative tasks and ensuring adherence to compliance standards. Key Responsibilities:

- Provide exceptional support to investment advisors
- Process financial transactions with diligence
- Analyze, open, and manage client files effectively
- Create detailed reports for portfolio management
- Coordinate client meetings and manage schedules Requirements:
- Completed college or university diploma in finance
- Minimum two years of experience in banking or finance
- Passed the Canadian Securities Course and relevant exams
- Proficient in Microsoft Office suite
- Solid problem-solving and organization skills Join National Bank and contribute to building positive, long-term relationships with clients in wealth management.

📌 National Bank Wealth Associate Careers (Ottawa)
🏢 National Bank of Canada
📍 Ottawa