Join National Bank as a Wealth Associate and support investment advisors in delivering exceptional service. This full time, onsite role is integral to managing client relationships effectively. In this position, you will assist with financial transactions, manage client files, and ensure timely communication.

You will engage with clients, prepare reports, and uphold compliance regulations within the Wealth Management division. Your analytical skills and customer-oriented mindset will foster solid client partnerships. Key Responsibilities:
Assist investment advisors in superior customer service
Conduct routine financial transactions efficiently
Analyze and maintain up-to-date client files
Organize client meeting schedules and agendas
Maintain effective communication between clients and advisors Requirements:
Completed college or university diploma
Minimum of two years in banking or financial services
Completion of Canadian Investment Regulatory Exam
Proficiency in Microsoft Office Suite
Solid organizational and multitasking skills Bring your client-focused approach and financial expertise to elevate the client experience at National Bank.

📌 Client Focused Wealth Associate Role Richmond Hill
🏢 National Bank of Canada
📍 Richmond Hill