Wealth Assistant: Elevate Client Experience & Ops (Winnipeg)

Wealth Assistant: Elevate Client Experience & Ops (Winnipeg)

29 Aug
|
National Bank of Canada
|
Winnipeg

29 Aug

National Bank of Canada

Winnipeg

The National Bank of Canada seeks a Wealth Associate to collaborate with clients and wealth advisors, delivering exceptional service and supporting investment activities. You will handle routine financial operations, manage client files, prepare reports, and help ensure compliance, working closely with a wealth advisor to enhance the client experience. This role requires solid knowledge of financial instruments, regulatory standards, and solid client communication, with collaboration across

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📌 Wealth Assistant: Elevate Client Experience & Ops (Winnipeg)
🏢 National Bank of Canada
📍 Winnipeg

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