Become a part of the National Bank's Wealth Management team as a Wealth Associate. Support advisors by delivering exceptional service and impacting clients' financial journeys positively.

In this role, you will collaborate with advisors while ensuring seamless communication between all stakeholders. Responsibilities include transaction management, account analysis, and scheduling client meetings. With a focus on client satisfaction, this position is ideal for someone with prior experience in banking or customer-focused roles.

Key Responsibilities:
• Maintain effective communication with clients and financial advisors
• Provide superior customer service across all communication methods
• Analyze client accounts to facilitate business development




• Process transactions related to investment accounts
• Schedule appointments and prepare for client meetings

Requirements:
• College diploma in a related area
• Minimum one year in customer service or banking
• Valuable knowledge of Microsoft Office suite
• Strong organizational skills and ability to multi-task
• Detail-oriented and accountable mindset

Bring your experience and skills to foster growth and client relationships with the National Bank's Wealth Management team.
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📌 National Bank Wealth Associate Position (Alberta)
🏢 National Bank of Canada
📍 Alberta