Elevate your career at National Bank as a Wealth Associate, where you’ll partner with investment advisors to deliver exceptional client service and ensure long-term satisfaction.

In this key role, you will support wealth advisors by providing superior customer service and managing financial transactions. Your duties will include handling client requests, analyzing file data, and maintaining adherence to compliance regulations. Collaboration and teamwork will be essential to create a remarkable client experience.

Key Responsibilities: • Support investment advisors with client inquiries and tasks • Execute financial transactions like purchases and sales • Manage deposits, withdrawals, transfers, and conversions • Analyze and update client files while ensuring accuracy • Schedule appointments and prepare documentation for meetings

Requirements: • College or university diploma in a related field • Two years experience in banking, insurance, or finance • Completion of Canadian Securities Course (CSC) • Solid knowledge of Microsoft Office suite • Excellent customer service skills

Become a vital part of National Bank and help shape lasting client relationships.

📌 Wealth Associate National Bank Financial (Winnipeg)
🏢 National Bank of Canada
📍 Winnipeg