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
Robust 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.

📌 National Bank Wealth Associate Position Edmonton
🏢 National Bank of Canada
📍 Edmonton