Become a Wealth Associate at National Bank and contribute to exceptional financial services. This hybrid role allows you to work closely with wealth advisors, ensuring client requests are met effectively.

In your job as a Wealth Associate, you will be instrumental in facilitating superior service for clients while supporting investment advisors. You'll handle a variety of responsibilities from financial transaction management to the administrative organization of client files.

A focus on compliance and risk management will be critical to your success in this role.

Key Responsibilities:
Provide support to investment advisors in client interactions
Execute financial transaction processes meticulously
Process client deposits, withdrawals, and currency transactions
Analyze client files for updates and compliance
Schedule and organize client meeting logistics

Requirements:
College or university diploma in a relevant field
Two years of experience in banking or financial sectors
Canadian Securities Course (CSC) completion
Proficient user of Microsoft Office suite
Solid customer service background

Bring your dedication and financial expertise to make a difference at National Bank.
J-18808-Ljbffr

📌 Hybrid Wealth Associate At National Bank Mississauga
🏢 National Bank of Canada
📍 Mississauga