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