Join National Bank as a Wealth Management Associate and provide unmatched financial services to high-net-worth clients. This position offers a blend of remote and in-office flexibility.

In this energetic role within the Private Banking 1859 team, you will support advisors in managing clients' accounts while offering top-notch administrative assistance. Your multitasking capabilities and critical thinking will be essential as you prepare client meetings and perform various financial tasks. You’ll be instrumental in client engagement and cross-department collaboration.

Key Responsibilities:



• Assist in administrative tasks related to client accounts • Schedule and prepare for client meetings • Keep client files updated and organized • Facilitate communication between operational departments • Assist with portfolio analyses and financial planning tasks

Requirements: • Completed college diploma and two years of experience • Background in office administration preferred • Knowledge of financial software including Word and Excel • Ability to manage stress and pressure in busy environments • CIRE certification required within 6 months

Leverage your skills in client service and financial management at National Bank to elevate client experiences.

📌 Hybrid Wealth Management Associate Role (Winnipeg)
🏢 Banque Nationale du Canada
📍 Winnipeg